Wealth manager, bank-affiliated · New York, NY
IDB Lido Wealth, LLC
SEC-registered investment adviser · CRD 322488 · SEC 801-126779
At a glance
IDB Lido Wealth, LLC is an SEC-registered investment adviser based in New York, New York, with $478 million in regulatory assets under management as of its Form ADV filed July 27, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 171 individual clients. By Form ADV it is a wealth manager (bank-affiliated), ranked 3,001st of 8,915 wealth managers and 8,013th of 17,210 SEC-registered advisers by assets.
Main office 646-839-9793idblidowealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $478M
- Rank among wealth managers
- #3,001 of 8,915
- Rank among all SEC RIAs
- #8,013 of 17,210
- Rank in New York
- #1,499 of 2,591
- Individual clients
- 171
- High-net-worth clients
- 152
- Accounts
- 329
- Discretionary
- 100% of AUM
- Employees
- 14
- Advisory staff
- 9
- Offices
- 3
Owners and executives on its Form ADV
- Jason J. OzurBoard Chairman and Manager
- Kenneth A. SternDirector and Manager
- Jason P. LeeDirector and Manager
- Iynkaran KanapathipillaiChief Executive Officer
- Avner MendelsonDirector and Manager
- Sagy AserafDirector and Manager
- Tina L. MitchellChief Compliance Officer
- David ParkDirector and Manager
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: Lido Securities, LLC.
- Lido Securities, LLC ↗CRD 331956
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 152 | $337M | 70% |
| Corporations or other businesses | 31 | $119M | 25% |
| Individuals | 19 | $16M | 3% |
| Charitable organizations | 7 | $7M | 1% |
Disciplinary disclosures
IDB Lido Wealth, LLC answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗idblidowealth.com ↗
AtlasMembers
The full record on IDB Lido Wealth, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
- Locked
- Growth over one, three and five years
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- Rank against 5,566 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 4Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does IDB Lido Wealth, LLC manage?
IDB Lido Wealth, LLC reports $478 million in regulatory assets under management across 329 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 27, 2026.
What kind of firm is IDB Lido Wealth, LLC?
IDB Lido Wealth, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals. It reports a bank or thrift among its related persons.
Who are IDB Lido Wealth, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($337 million, 152 clients); corporations or other businesses ($119 million, 31 clients); individuals ($16 million, 19 clients).
Does IDB Lido Wealth, LLC have any disciplinary history?
IDB Lido Wealth, LLC answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is IDB Lido Wealth, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →