IDB LIDO WEALTH, LLC

RIASEC RegisteredEst. 2022

Total AUM

$478M

Discretionary

$478M

100% of AUM

Avg account

$1.5M

Accounts

329

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 322488
Registered since: December 5, 2022
Website: www.lidoadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI70.37%
Corporations / Businesses24.77%
Individuals3.37%
Charitable Organizations1.49%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

IDB Lido Wealth, LLC is an SEC-registered investment adviser organized as an LLC and registered in 2022. The firm acts as a capital allocator for both individual/family and institutional clients, offering financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and manager selection services. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm identifies itself as an active ESG investor and reports affiliations across the financial-services ecosystem, including relationships with broker-dealers, other advisers, CPO/CTAs, banking or thrift institutions, trust companies, accountants, insurance companies, and sponsorship or GP roles in pooled vehicles.