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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| IDB LIDO Wealth LLC
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|---|---|
| CRD # | 322488 |
| SEC # | 801-126779 |
| CIK # | 0002023262 |
| AUM | $338.0 M (2025-04-01) |
| Employees | 14 (100% Investors, 0% Brokers) |
| Phone | 646-839-9793 |
| Address | 1114 6th Avenue, 9th Floor New York, NY 10036 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.9 | ||
| Microsoft Corp | 0.9 | ||
| Nvidia Corp | 0.8 | ||
| Amazon Com Inc | 0.4 | ||
| Broadcom Inc | 0.2 | ||
| Facebook Inc | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Netflix Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 9.9 |
| (b) Individuals (high net worth individuals) | 106 | 233.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 2.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 2.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 26 | 89.6 |
| (n) Other | 0 | 0.0 |
| Total | 235 | 338.0 |
| By Discretionary | ||
| Discretionary | 235 | 338.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 235 | 338.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 338.0 | |
| Total | 235 | 338.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0002023262] |
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|---|---|---|
|
Stone Oak Wealth Management LLC
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|
TX | 0.3 |
|
Harrington Investments Incorporated
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|
CA | 0.3 |
|
Global Assets Advisory LLC
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FL | 0.3 |
|
Flywheel Private Wealth LLC
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CA | 0.3 |
|
The Pitti Group Wealth Management LLC
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|
NY | 0.3 |
|
Interactive Financial Advisors Inc
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|
IL | 0.3 |
|
Beacon Investment Advisors LLC
✚
|
MD | 0.3 |
|
Garrison Point Capital LLC
✚
|
CA | 0.3 |
|
Paragon Financial Services
✚
|
VA | 0.3 |
|
Waterford Advisors LLC
✚
|
NY | 0.3 |