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IDB LIDO WEALTH, LLC
CRD 322488 · SEC 801-126779
1114 6TH AVENUE, 9TH FLOOR, NEW YORK, NY, 10036, United States
Phone
646-839-9793
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$478.4M
Discretionary AUM
$478.4M
Team
14 total employees; 9 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersFAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $16.1M |
| High net worth individuals | 152 | $336.6M |
| Charitable organizations | 7 | $7.1M |
| Corporations/business entities | 31 | $118.5M |
States served
CA, NJ, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD