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Director and Manager · IDB Lido Wealth, LLC

Avner Mendelson

CRD 6250000 · Named on Form ADV at one SEC-registered adviser

At a glance

IDB Lido Wealth, LLC, an SEC-registered wealth manager based in New York, NY with $478 million in regulatory assets, lists Avner Mendelson on its Form ADV as Director and Manager, a control person.

Firms and roles

  • IDB Lido Wealth, LLCDirector and ManagerWealth manager · New York, NY · $478M in regulatory assets

AtlasMembers

Avner’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Avner on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Avner’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.