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IDB LIDO WEALTH, LLC
CRD 322488File 801-126779
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$478.4M
Above cohort median (national)
Discretionary AUM
$478.4M
Clients
209
329 accounts
Employees
14
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Dec 5, 2022
- Principal office
- 1114 6TH AVENUE, 9TH FLOOR, NEW YORK, NY, 10036
- Phone
- 646-839-9793
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $478.4M
- Discretionary AUM
- $478.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 329
- Non-discretionary accounts
- 0
- Total accounts
- 329
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 31 | $118.5M |
| Charitable organizations | 7 | $7.1M |
| High net worth individuals | 152 | $336.6M |
| Individuals (other than high net worth individuals) | 19 | $16.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.