IDB LIDO WEALTH, LLC
CRD #322488 SEC #801-126779 NEW YORK, NY 646-839-9793
SEC Registered
Total AUM
$338M
Discretionary
$338M
Employees
14
Clients
1
Accounts
235
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $338M | $338M | $0 | 14 | 0 |
| Apr 2025 | $338M | $338M | $0 | 14 | 0 |
| Mar 2025 | $338M | $338M | $0 | 14 | 0 |
| Feb 2025 | $93.6M | $93.6M | $0 | 14 | 0 |
| Mar 2024 | $93.6M | $93.6M | $0 | 14 | 0 |
| Aug 2023 | $31.5M | $31.5M | $0 | 10 | 0 |
| Jun 2023 | $31.5M | $31.5M | $0 | 10 | 0 |
| Jun 2023 | $31.5M | $31.5M | $0 | 10 | 0 |
| May 2023 | $0 | $0 | $0 | 10 | 0 |
| May 2023 | $0 | $0 | $0 | 10 | 0 |
| Apr 2023 | $0 | $0 | $0 | 1 | 0 |
| Apr 2023 | $0 | $0 | $0 | 1 | 0 |
| Apr 2023 | $0 | $0 | $0 | 1 | 0 |
| Dec 2022 | $0 | $0 | $0 | 1 | 0 |
| Dec 2022 | $0 | $0 | $0 | 1 | 0 |
| Sep 2022 | $0 | $0 | $0 | 1 | 0 |
DateSep 2025
Total AUM$338M
Discretionary$338M
Non-Disc.$0
Employees14
Clients0
DateApr 2025
Total AUM$338M
Discretionary$338M
Non-Disc.$0
Employees14
Clients0
DateMar 2025
Total AUM$338M
Discretionary$338M
Non-Disc.$0
Employees14
Clients0
DateFeb 2025
Total AUM$93.6M
Discretionary$93.6M
Non-Disc.$0
Employees14
Clients0
DateMar 2024
Total AUM$93.6M
Discretionary$93.6M
Non-Disc.$0
Employees14
Clients0
DateAug 2023
Total AUM$31.5M
Discretionary$31.5M
Non-Disc.$0
Employees10
Clients0
DateJun 2023
Total AUM$31.5M
Discretionary$31.5M
Non-Disc.$0
Employees10
Clients0
DateJun 2023
Total AUM$31.5M
Discretionary$31.5M
Non-Disc.$0
Employees10
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0