Idb Lido Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 27, 2026, reports $478M in regulatory assets under management, 14 employees, 2 offices, and 329 accounts.
Assets Under Management
$478M
Employees
14
Offices
2 offices
Total Clients
209
Primary office
NEW YORK, NY
1114 6TH AVENUE, 9TH FLOOR, NEW YORK, NY, United States
Top client segmentHNWI represent 72.7% of total clients.
Top client categories% of clientsClients
1
HNWI
72.7%
152
2
Corporations
14.8%
31
3
Individuals
9.1%
19
4
Charitable
3.3%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$478Mas of March 27, 2026
Discretionary100.0%
$478M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$478M
Total Accounts329
10Y AUM Change+$478M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee15:1
10Y Employee Change+13 (+1300.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.