Idb Lido Wealth, LLC
● SEC registered since 2022CRD 322488SEC# 801-126779New York, NY
Reg. AUM
$478.4M
Employees
14
Accounts
329
Location
New York, NY
Idb Lido Wealth, LLC assets under management
Idb Lido Wealth, LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2022. It reports $478.4 million in regulatory assets under management and employs 14 people.
Idb Lido Wealth, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Avner Mendelson Control | Director And Manager | Under 5% | 2025 |
| Christian Rocchio Control | Director And Manager | Under 5% | 2024 |
| Israel Discount Bank of New York Control | Owner | 50-75% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Idb Lido Wealth, LLC manage?
Idb Lido Wealth, LLC reports $478.4 million in regulatory assets under management on its Form ADV.
How many employees does Idb Lido Wealth, LLC have?
Idb Lido Wealth, LLC reports 14 employees.
Where is Idb Lido Wealth, LLC located?
Idb Lido Wealth, LLC is based in New York, NY and has been SEC-registered since 2022.
Does Idb Lido Wealth, LLC disclose fund performance?
Idb Lido Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1114 6th Avenue, 9th Floor, New York, NY 10036 |
| Phone | 646-839-9793 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 2023262 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$478.4M▲ 411%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$478.4Mregulatory AUM
Discretionary $478.4M