SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
IDB Lido Wealth, LLC
New York, NY
CRD 322488
Firm filing updated July 27, 2026 ·
- $478.4MAssets
- 209Clients
- 9Advisory staff
- 329Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals152
- Corporations or other businesses31
- Individuals19
- Charities7
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 19 | $16.1 million |
| High net worth individuals | 152 | $336.6 million |
| Charitable organizations | 7 | $7.1 million |
| Corporations or other businesses not listed above | 31 | $118.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Selection of other advisors (including private fund managers)
- Other: "FAMILY OFFICE SERVICES"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Other: "FAMILY OFFICE SERVICES"
Assets and accounts
- Regulatory assets$478.4 million
- Accounts329
- DiscretionaryAll accounts
People
- Employees14
- Advisory staff9
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1 to 10
Advisors
5 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 322488, SEC file 801-126779.
- Registered with the SEC as an investment advisor (status date on record: December 5, 2022).
Is IDB Lido Wealth, LLC a fiduciary?
Short answer: IDB Lido Wealth, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.