Wesley Mitsuo Yamada
Advisor at Lido — Los Angeles, CA Century Park East
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
15 years
Location
Los Angeles, CA 90067
Lido
Enterprise
Wesley Yamada is a financial advisor at Lido with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lido Advisors, LLC since 2025. His prior experience includes roles at Fountainhead Capital Management, MML Investors Services, and MassMutual Life Insurance Company. Outside of his advisory work, he is an individual agent with MassMutual, involved in selling and managing life insurance. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, and corporations. The firm offers integrated wealth management with diversified investment strategies across multiple asset classes and manages assets on a discretionary basis, often utilizing third-party managers and sub-advisers.
Based on Lido
Based on Lido
Negotiated fixed fees based on client-specific circumstances or for the advisory service rendered.
$0 - $2,000,000: 1.25% $2,000,000+: 1.00%
Typically $500 per hour, negotiated fixed rates or percentage based on client assets for consultation and financial planning services.
Performance-based fees charged by certain Lido Private Funds and some third-party private fund managers, in addition to advisory fees.
Account minimum: $1,000,000 Minimum fee: Minimum Asset Management fee of $2,500 per quarter ($10,000 annually), subject to waiver or adjustment.
Los Angeles, CA Century Park East
1875 Century Park East, Suite 950
Los Angeles CA 90067
Advisors at this office
312
California · Texas
15 years of industry experience
Lido Advisors, LLC
2025 - Present • 1 year
Los Angeles, CA
Fountainhead Capital Management, LLC
2018 - 2025 • 7 years
Walnut Creek, CA
Mml Investors Services Llc
2013 - 2018 • 5 years
Walnut Creek, CA
MassMutual life Insurance Company
2013 - Present • 13 years
Walnut Creek, CA
U.S. Bancorp Advisors, LLC
2012 - 2012 • 1 year
CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A felony or certain misdemeanor charges, whatever the outcome, including dismissals and acquittals.
The advisor resigned, was permitted to resign or was discharged after allegations of rule violations, fraud or failure to supervise.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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