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| IDB LIDO Wealth LLC
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|---|---|
| CRD # | 322488 |
| SEC # | 801-126779 |
| CIK # | 0002023262 |
| AUM | 478.4 M (2026-05-14) |
| Employees | 14 (64% Investors, 0% Brokers) |
| Phone | 646-839-9793 |
| Address | 1114 6th Avenue, 9th Floor New York, NY 10036 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Apple Inc | 1.1 | |
| Nvidia Corp | 1.1 | |
| Microsoft Corp | 0.8 | |
| Amazon Com Inc | 0.4 | |
| Alphabet Inc | 0.3 | |
| Broadcom Inc | 0.3 | |
| Alphabet Inc | 0.2 | |
| J P Morgan Chase & Co | 0.2 | |
| Tesla Motors Inc | 0.2 | |
| Facebook Inc | 0.1 |
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 16.1 |
| (b) Individuals (high net worth individuals) | 152 | 336.6 |
| (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 | 7 | 7.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 31 | 118.5 |
| (n) Other | 0 | 0.0 |
| Total | 329 | 478.4 |
| By Discretionary | ||
| Discretionary | 329 | 478.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 329 | 478.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 477.3 | |
| Total | 329 | 478.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0002023262] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Trellis Wealth Advisors LLC
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CA | 479.8 M |
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AF Advisors Inc
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Match Grade Advisors LLC
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Meredith Wealth Planning LLC
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IL | 478.7 M |
|
Joule Financial LLC
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KY | 478.6 M |
|
Great Oak Capital Partners LLC
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MA | 477.9 M |
|
Elmwood Wealth Management Inc
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|
Midatlantic Capital Management Inc
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|
VA | 477.0 M |
|
RFG Holdings Inc
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TX | 476.7 M |
|
MBM Wealth Consultants LLC
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|
MO | 476.7 M |