Overview
Assets Under Management: $338 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 106
Average Client Assets: $2 million
Frequently Asked Questions
IDB LIDO WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #322488), IDB LIDO WEALTH, LLC is subject to fiduciary duty under federal law.
IDB LIDO WEALTH, LLC is headquartered in NEW YORK, NY.
IDB LIDO WEALTH, LLC serves 106 high-net-worth clients according to their SEC filing dated February 17, 2026. View client details ↓
According to their SEC Form ADV, IDB LIDO WEALTH, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
IDB LIDO WEALTH, LLC manages $338 million in client assets according to their SEC filing dated February 17, 2026.
According to their SEC Form ADV, IDB LIDO WEALTH, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 106
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.14
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 235
Discretionary Accounts: 235
Regulatory Filings
CRD Number: 322488
Filing ID: 2055703
Last Filing Date: 2026-02-17 18:07:50