Idb Lido Wealth, LLC
Idb Lido Wealth, LLC is an SEC-registered wealth manager in New York, NY with $478.4M assets under management (AUM, regulatory AUM), +42% over one year. See who owns Idb Lido Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 322488, SEC 801-126779, data through 2026-05-14.
- AUM (assets under management / regulatory AUM)
- $478.4M (2026-05-14)
- Firm type
- Wealth Manager
- Location
- New York, NY
- Employees
- 14
- Clients
- 209
- CRD
- 322488
- Ownership
- ISRAEL DISCOUNT BANK OF NEW YORK; OZUR, JASON, JAY; STERN, KENNETH, AARON; MITCHELL, TINA, LOUISE; Kanapathipillai, Iynkaran
How much AUM does Idb Lido Wealth, LLC have?
Idb Lido Wealth, LLC reported $478.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-14).
Who owns Idb Lido Wealth, LLC?
Disclosed owners and executives of Idb Lido Wealth, LLC include ISRAEL DISCOUNT BANK OF NEW YORK, OZUR, JASON, JAY, STERN, KENNETH, AARON, MITCHELL, TINA, LOUISE, Kanapathipillai, Iynkaran. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.