IDB LIDO WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$478,386,467
Discretionary
$478,386,467
Non-discretionary
$0
Firm details
- CRD number
- 322488
- SEC file number
- 801-126779
- Main office
- NEW YORK, NY, United States
- Employees
- 14
- SEC status
- Approved
- Website
- https://www.idblidowealth.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.