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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 11, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ASERAF, SAGY | I | DIRECTOR AND MANAGER | NA | Control |
| ASERAF, SAGY | I | DIRECTOR AND MANAGER | NA | Control |
| ASERAF, SAGY | I | DIRECTOR AND MANAGER | NA | Control |
| ASERAF, SAGY | I | DIRECTOR AND MANAGER | NA | Control |
| Biron, Ziv | I | DIRECTOR AND MANAGER | NA | Control |
| Biron, Ziv | I | DIRECTOR AND MANAGER | NA | Control |
| Biron, Ziv | I | DIRECTOR AND MANAGER | NA | Control |
| Biron, Ziv | I | DIRECTOR AND MANAGER | NA | Control |
| Biron, Ziv | I | DIRECTOR AND MANAGER | NA | Control |
| Biron, Ziv | I | DIRECTOR AND MANAGER | NA | Control |
| Biron, Ziv | I | DIRECTOR AND MANAGER | NA | Control |
| Biron, Ziv | I | DIRECTOR AND MANAGER | NA | Control |
| Biron, Ziv | I | DIRECTOR AND MANAGER | NA | Control |
| Biron, Ziv | I | DIRECTOR AND MANAGER | NA | Control |
| Biron, Ziv | I | DIRECTOR AND MANAGER | NA | Control |
| Biron, Ziv | I | DIRECTOR AND MANAGER | NA | Control |
| Biron, Ziv | I | DIRECTOR AND MANAGER | NA | Control |
| Biron, Ziv | I | DIRECTOR AND MANAGER | NA | Control |
| Biron, Ziv | I | DIRECTOR AND MANAGER | NA | Control |
| Biron, Ziv | I | DIRECTOR AND MANAGER | NA | Control |
| KIM, KIYOUN | I | DIRECTOR AND MANAGER | NA | Control |
| KIM, KIYOUN | I | DIRECTOR AND MANAGER | NA | Control |
| KIM, KIYOUN | I | DIRECTOR AND MANAGER | NA | Control |
| KIM, KIYOUN | I | DIRECTOR AND MANAGER | NA | Control |
| KIM, KIYOUN | I | DIRECTOR AND MANAGER | NA | Control |
| KIM, KIYOUN | I | DIRECTOR AND MANAGER | NA | Control |
| KIM, KIYOUN | I | DIRECTOR AND MANAGER | NA | Control |
| KIM, KIYOUN | I | DIRECTOR AND MANAGER | NA | Control |
| KIM, KIYOUN | I | DIRECTOR AND MANAGER | NA | Control |
| Kanapathipillai, Iynkaran | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Kanapathipillai, Iynkaran | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Kanapathipillai, Iynkaran | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Kanapathipillai, Iynkaran | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Kanapathipillai, Iynkaran | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Kanapathipillai, Iynkaran | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Kanapathipillai, Iynkaran | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Kanapathipillai, Iynkaran | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Kanapathipillai, Iynkaran | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Kanapathipillai, Iynkaran | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Kanapathipillai, Iynkaran | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Kanapathipillai, Iynkaran | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Kanapathipillai, Iynkaran | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Kanapathipillai, Iynkaran | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Kanapathipillai, Iynkaran | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Kanapathipillai, Iynkaran | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Kanapathipillai, Iynkaran | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LEE, JASON, PANG FE | I | DIRECTOR AND MANAGER | NA | Control |
| LEE, JASON, PANG FE | I | DIRECTOR AND MANAGER | NA | Control |
| LEE, JASON, PANG FE | I | DIRECTOR AND MANAGER | NA | Control |
| LEE, JASON, PANG FE | I | DIRECTOR AND MANAGER | NA | Control |
| LEE, JASON, PANG FE | I | DIRECTOR AND MANAGER | NA | Control |
| LEE, JASON, PANG FE | I | DIRECTOR AND MANAGER | NA | Control |
| LEE, JASON, PANG FE | I | DIRECTOR AND MANAGER | NA | Control |
| LEE, JASON, PANG FE | I | DIRECTOR AND MANAGER | NA | Control |
| LEE, JASON, PANG FE | I | DIRECTOR AND MANAGER | NA | Control |
| LEE, JASON, PANG FE | I | DIRECTOR AND MANAGER | NA | Control |
| LEE, JASON, PANG FE | I | DIRECTOR AND MANAGER | NA | Control |
| LEE, JASON, PANG FE | I | DIRECTOR AND MANAGER | NA | Control |
| LEE, JASON, PANG FE | I | DIRECTOR AND MANAGER | NA | Control |
| LEE, JASON, PANG FE | I | DIRECTOR AND MANAGER | NA | Control |
| LEE, JASON, PANG FE | I | DIRECTOR AND MANAGER | NA | Control |
| LEE, JASON, PANG FE | I | DIRECTOR AND MANAGER | NA | Control |
| LEE, JASON, PANG FE | I | DIRECTOR AND MANAGER | NA | Control |
| LOGATTO, JAMES, ROBERT | I | DIRECTOR AND MANAGER | NA | Control |
| LOGATTO, JAMES, ROBERT | I | DIRECTOR AND MANAGER | NA | Control |
| LOGATTO, JAMES, ROBERT | I | DIRECTOR AND MANAGER | NA | Control |
| LOGATTO, JAMES, ROBERT | I | DIRECTOR AND MANAGER | NA | Control |
| LOGATTO, JAMES, ROBERT | I | DIRECTOR AND MANAGER | NA | Control |
| LOGATTO, JAMES, ROBERT | I | DIRECTOR AND MANAGER | NA | Control |
| LOGATTO, JAMES, ROBERT | I | DIRECTOR AND MANAGER | NA | Control |
| LOGATTO, JAMES, ROBERT | I | DIRECTOR AND MANAGER | NA | Control |
| LOGATTO, JAMES, ROBERT | I | DIRECTOR AND MANAGER | NA | Control |
| LOGATTO, JAMES, ROBERT | I | DIRECTOR AND MANAGER | NA | Control |
| LOGATTO, JAMES, ROBERT | I | DIRECTOR AND MANAGER | NA | Control |
| LOGATTO, JAMES, ROBERT | I | DIRECTOR AND MANAGER | NA | Control |
| LOGATTO, JAMES, ROBERT | I | DIRECTOR AND MANAGER | NA | Control |
| MENDELSON, AVNER | I | DIRECTOR AND MANAGER | NA | Control |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| OZUR, JASON, JAY | I | DIRECTOR AND MANAGER | NA | Control |
| OZUR, JASON, JAY | I | DIRECTOR AND MANAGER | NA | Control |
| OZUR, JASON, JAY | I | DIRECTOR AND MANAGER | NA | Control |
| OZUR, JASON, JAY | I | DIRECTOR AND MANAGER | NA | Control |
| OZUR, JASON, JAY | I | DIRECTOR AND MANAGER | NA | Control |
| OZUR, JASON, JAY | I | DIRECTOR AND MANAGER | NA | Control |
| OZUR, JASON, JAY | I | DIRECTOR AND MANAGER | NA | Control |
| OZUR, JASON, JAY | I | BOARD CHAIRMAN AND MANAGER | NA | Control |
| OZUR, JASON, JAY | I | BOARD CHAIRMAN AND MANAGER | NA | Control |
| OZUR, JASON, JAY | I | BOARD CHAIRMAN AND MANAGER | NA | Control |
| OZUR, JASON, JAY | I | BOARD CHAIRMAN AND MANAGER | NA | Control |
| OZUR, JASON, JAY | I | BOARD CHAIRMAN AND MANAGER | NA | Control |
| OZUR, JASON, JAY | I | BOARD CHAIRMAN AND MANAGER | NA | Control |
| OZUR, JASON, JAY | I | BOARD CHAIRMAN AND MANAGER | NA | Control |
| OZUR, JASON, JAY | I | BOARD CHAIRMAN AND MANAGER | NA | Control |
| OZUR, JASON, JAY | I | BOARD CHAIRMAN AND MANAGER | NA | Control |
| OZUR, JASON, JAY | I | BOARD CHAIRMAN AND MANAGER | NA | Control |
| ROCCHIO, CHRISTIAN | I | DIRECTOR AND MANAGER | NA | Control |
| ROCCHIO, CHRISTIAN | I | DIRECTOR AND MANAGER | NA | Control |
| ROCCHIO, CHRISTIAN | I | DIRECTOR AND MANAGER | NA | Control |
| ROCCHIO, CHRISTIAN | I | DIRECTOR AND MANAGER | NA | Control |
| STERN, KENNETH, AARON | I | DIRECTOR AND MANAGER | NA | Control |
| STERN, KENNETH, AARON | I | DIRECTOR AND MANAGER | NA | Control |
| STERN, KENNETH, AARON | I | DIRECTOR AND MANAGER | NA | Control |
| STERN, KENNETH, AARON | I | DIRECTOR AND MANAGER | NA | Control |
| STERN, KENNETH, AARON | I | DIRECTOR AND MANAGER | NA | Control |
| STERN, KENNETH, AARON | I | DIRECTOR AND MANAGER | NA | Control |
| STERN, KENNETH, AARON | I | DIRECTOR AND MANAGER | NA | Control |
| STERN, KENNETH, AARON | I | DIRECTOR AND MANAGER | NA | Control |
| STERN, KENNETH, AARON | I | DIRECTOR AND MANAGER | NA | Control |
| STERN, KENNETH, AARON | I | DIRECTOR AND MANAGER | NA | Control |
| STERN, KENNETH, AARON | I | DIRECTOR AND MANAGER | NA | Control |
| STERN, KENNETH, AARON | I | DIRECTOR AND MANAGER | NA | Control |
| STERN, KENNETH, AARON | I | DIRECTOR AND MANAGER | NA | Control |
| STERN, KENNETH, AARON | I | DIRECTOR AND MANAGER | NA | Control |
| STERN, KENNETH, AARON | I | DIRECTOR AND MANAGER | NA | Control |
| STERN, KENNETH, AARON | I | DIRECTOR AND MANAGER | NA | Control |
| STERN, KENNETH, AARON | I | DIRECTOR AND MANAGER | NA | Control |
| ISRAEL DISCOUNT BANK OF NEW YORK | DE | OWNER | D | Control |
| ISRAEL DISCOUNT BANK OF NEW YORK | DE | OWNER | D | Control |
| ISRAEL DISCOUNT BANK OF NEW YORK | DE | OWNER | D | Control |
| ISRAEL DISCOUNT BANK OF NEW YORK | DE | OWNER | D | Control |
| ISRAEL DISCOUNT BANK OF NEW YORK | DE | OWNER | D | Control |
| ISRAEL DISCOUNT BANK OF NEW YORK | DE | OWNER | D | Control |
| ISRAEL DISCOUNT BANK OF NEW YORK | DE | OWNER | D | Control |
| ISRAEL DISCOUNT BANK OF NEW YORK | DE | OWNER | D | Control |
| ISRAEL DISCOUNT BANK OF NEW YORK | DE | OWNER | D | Control |
| ISRAEL DISCOUNT BANK OF NEW YORK | DE | OWNER | D | Control |
| ISRAEL DISCOUNT BANK OF NEW YORK | DE | OWNER | D | Control |
| ISRAEL DISCOUNT BANK OF NEW YORK | DE | OWNER | D | Control |
| ISRAEL DISCOUNT BANK OF NEW YORK | DE | OWNER | D | Control |
| ISRAEL DISCOUNT BANK OF NEW YORK | DE | OWNER | D | Control |
| ISRAEL DISCOUNT BANK OF NEW YORK | DE | OWNER | D | Control |
| ISRAEL DISCOUNT BANK OF NEW YORK | DE | OWNER | D | Control |
| ISRAEL DISCOUNT BANK OF NEW YORK | DE | OWNER | D | Control |
| LIDO ADVISORS | DE | OWNER | D | Control |
| LIDO ADVISORS | DE | OWNER | D | Control |
| LIDO ADVISORS | DE | OWNER | D | Control |
| LIDO ADVISORS | DE | OWNER | D | Control |
| LIDO ADVISORS | DE | OWNER | D | Control |
| LIDO ADVISORS | DE | OWNER | D | Control |
| LIDO ADVISORS | DE | OWNER | D | Control |
| LIDO ADVISORS | DE | OWNER | D | Control |
| LIDO ADVISORS | DE | OWNER | D | Control |
| LIDO ADVISORS | DE | OWNER | D | Control |
| LIDO ADVISORS | DE | OWNER | D | Control |
| LIDO ADVISORS | DE | OWNER | D | Control |
| LIDO ADVISORS | DE | OWNER | D | Control |
| LIDO ADVISORS | DE | OWNER | D | Control |
| LIDO ADVISORS | DE | OWNER | D | Control |
| LIDO ADVISORS | DE | OWNER | D | Control |
| LIDO ADVISORS | DE | OWNER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DISCOUNT BANCORP, INC. | DE | ISRAEL DISCOUNT BANK OF NEW YORK | E | Control |
| DISCOUNT BANCORP, INC. | DE | ISRAEL DISCOUNT BANK OF NEW YORK | E | Control |
| DISCOUNT BANCORP, INC. | DE | ISRAEL DISCOUNT BANK OF NEW YORK | E | Control |
| DISCOUNT BANCORP, INC. | DE | ISRAEL DISCOUNT BANK OF NEW YORK | E | Control |
| DISCOUNT BANCORP, INC. | DE | ISRAEL DISCOUNT BANK OF NEW YORK | E | Control |
| DISCOUNT BANCORP, INC. | DE | ISRAEL DISCOUNT BANK OF NEW YORK | E | Control |
| DISCOUNT BANCORP, INC. | DE | ISRAEL DISCOUNT BANK OF NEW YORK | E | Control |
| DISCOUNT BANCORP, INC. | DE | ISRAEL DISCOUNT BANK OF NEW YORK | E | Control |
| DISCOUNT BANCORP, INC. | DE | ISRAEL DISCOUNT BANK OF NEW YORK | E | Control |
| DISCOUNT BANCORP, INC. | DE | ISRAEL DISCOUNT BANK OF NEW YORK | E | Control |
| DISCOUNT BANCORP, INC. | DE | ISRAEL DISCOUNT BANK OF NEW YORK | E | Control |
| DISCOUNT BANCORP, INC. | DE | ISRAEL DISCOUNT BANK OF NEW YORK | E | Control |
| DISCOUNT BANCORP, INC. | DE | ISRAEL DISCOUNT BANK OF NEW YORK | E | Control |
| ISRAEL DISCOUNT BANK LTD | FE | DISCOUNT BANCORP, INC. | E | Control |
| ISRAEL DISCOUNT BANK LTD | FE | DISCOUNT BANCORP, INC. | E | Control |
| ISRAEL DISCOUNT BANK LTD | FE | DISCOUNT BANCORP, INC. | E | Control |
| ISRAEL DISCOUNT BANK LTD | FE | DISCOUNT BANCORP, INC. | E | Control |
| ISRAEL DISCOUNT BANK LTD | FE | DISCOUNT BANCORP, INC. | E | Control |
| ISRAEL DISCOUNT BANK LTD | FE | DISCOUNT BANCORP, INC. | E | Control |
| ISRAEL DISCOUNT BANK LTD | FE | DISCOUNT BANCORP, INC. | E | Control |
| ISRAEL DISCOUNT BANK LTD | FE | DISCOUNT BANCORP, INC. | E | Control |
| ISRAEL DISCOUNT BANK LTD | FE | DISCOUNT BANCORP, INC. | E | Control |
| ISRAEL DISCOUNT BANK LTD | FE | DISCOUNT BANCORP, INC. | E | Control |
| ISRAEL DISCOUNT BANK LTD | FE | DISCOUNT BANCORP, INC. | E | Control |
| ISRAEL DISCOUNT BANK LTD | FE | DISCOUNT BANCORP, INC. | E | Control |
| ISRAEL DISCOUNT BANK LTD | FE | DISCOUNT BANCORP, INC. | E | Control |
| CHARLESBANK EQUITY FUND X, LIMITED PARTNERSHIP | DE | LIDO ADVISORS | C | Control |
| CHARLESBANK EQUITY FUND X, LIMITED PARTNERSHIP | DE | LIDO ADVISORS | C | Control |
| CHARLESBANK EQUITY FUND X, LIMITED PARTNERSHIP | DE | LIDO ADVISORS | C | Control |
| CHARLESBANK EQUITY FUND X, LIMITED PARTNERSHIP | DE | LIDO ADVISORS | C | Control |
| CHARLESBANK EQUITY FUND X, LIMITED PARTNERSHIP | DE | LIDO ADVISORS | C | Control |
| CHARLESBANK EQUITY FUND X, LIMITED PARTNERSHIP | DE | LIDO ADVISORS | C | Control |
| CHARLESBANK EQUITY FUND X, LIMITED PARTNERSHIP | DE | LIDO ADVISORS | C | Control |
| CHARLESBANK EQUITY FUND X, LIMITED PARTNERSHIP | DE | LIDO ADVISORS | C | Control |
| CHARLESBANK EQUITY FUND X, LIMITED PARTNERSHIP | DE | LIDO ADVISORS | C | Control |
| CHARLESBANK EQUITY FUND X, LIMITED PARTNERSHIP | DE | LIDO ADVISORS | C | Control |
| CHARLESBANK EQUITY FUND X, LIMITED PARTNERSHIP | DE | LIDO ADVISORS | C | Control |
| CHARLESBANK EQUITY FUND X, LIMITED PARTNERSHIP | DE | LIDO ADVISORS | C | Control |
| CHARLESBANK EQUITY FUND X, LIMITED PARTNERSHIP | DE | LIDO ADVISORS | C | Control |
Registrations
Federal
IA
Sep 11, 2025 REGISTERED
Notice Filings (4)
CA FL NJ NY
Address
1114 6TH AVENUE, 9TH FLOORNEW YORK, NY 10036
United States
Phone: 646-839-9793