{
  "crd_number": 322488,
  "slug": "idb-lido-wealth-llc-new-york-ny-322488",
  "primary_business_name": "IDB LIDO WEALTH, LLC",
  "legal_name": "IDB LIDO WEALTH, LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-12-05",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-07-27",
  "carried_forward": false,
  "raum_total": 478386467.0,
  "raum_discretionary": 478386467.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 14,
  "advisory_employees": 9,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 7118081.0,
      "count": 7
    },
    "individuals": {
      "raum": 16133380.0,
      "count": 19
    },
    "high_net_worth_individuals": {
      "raum": 336632289.0,
      "count": 152
    },
    "corporations_other_businesses": {
      "raum": 118502717.0,
      "count": 31
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CA",
    "FL",
    "NJ",
    "NY",
    "TX"
  ],
  "websites": [
    "https://idblidowealth.com",
    "https://linkedin.com/company/idb-lido-wealth-llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322488",
  "disclosure_items": [
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/idb-lido-wealth-llc-new-york-ny-322488",
  "display_name": "IDB Lido Wealth, LLC",
  "summary": "IDB Lido Wealth, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 27, 2026.",
  "citation": "AdvisorCensus. IDB Lido Wealth, LLC (CRD 322488): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is IDB Lido Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), IDB Lido Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does IDB Lido Wealth, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated July 27, 2026 states: Hourly rate: $500 an hour (consultation services, which includes financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is IDB Lido Wealth, LLC located?",
      "a": "IDB Lido Wealth, LLC's principal office is in New York, NY, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is IDB Lido Wealth, LLC registered with the SEC or a state?",
      "a": "IDB Lido Wealth, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322488."
    },
    {
      "q": "How much does IDB Lido Wealth, LLC manage?",
      "a": "IDB Lido Wealth, LLC reports $478,386,467 in regulatory assets under management in its Form ADV filing dated July 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have IDB Lido Wealth, LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for IDB Lido Wealth, LLC: Regulatory assets under management: $31,498,347 in the October 2023 data and $478,386,467 in the October 2026 data, up 1419%. Total employees: 10 in October 2023 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does IDB Lido Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (152); corporations or other businesses not listed above (31); individuals (other than high net worth individuals) (19)."
    },
    {
      "q": "Which custodians does IDB Lido Wealth, LLC use?",
      "a": "IDB Lido Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does IDB Lido Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/322488"
    },
    {
      "q": "Does IDB Lido Wealth, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 27, 2026 says: \"IDB Lido generally requires a minimum of $1 million to open an investment advisory account. IDB Lido reserves the right to waive or adjust this minimum, as well as decline any potential client, for any reason.\""
    },
    {
      "q": "What changed in IDB Lido Wealth, LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 31498347.0,
      "total_employees": 10,
      "filing_date": "2023-08-08"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 93573701.0,
      "total_employees": 14,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 337969288.0,
      "total_employees": 14,
      "filing_date": "2025-04-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 478386467.0,
      "total_employees": 14,
      "filing_date": "2026-07-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Registered or notice-filed in TX.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 14 to 9.",
        "Regulatory assets under management went from $337,969,288 to $478,386,467 (+42%)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $500 an hour (consultation services, which includes financial planning)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "IDB Lido generally requires a minimum of $1 million to open an investment advisory account. IDB Lido reserves the right to waive or adjust this minimum, as well as decline any potential client, for any reason."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $500 an hour (consultation services, which includes financial planning)"
        ],
        "quotes": [
          "IDB Lido offers consultation services, which includes financial planning, typically at a $500 hourly, negotiated fixed rate, or percentage fee based on applicable client assets."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 500.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "consultation services, which includes financial planning"
        }
      ]
    },
    "quotes": [
      "IDB Lido generally requires a minimum of $1 million to open an investment advisory account. IDB Lido reserves the right to waive or adjust this minimum, as well as decline any potential client, for any reason.",
      "IDB Lido offers consultation services, which includes financial planning, typically at a $500 hourly, negotiated fixed rate, or percentage fee based on applicable client assets."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/idb-lido-wealth-llc-new-york-ny-322488.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 19,
      "fewer_than_5": false,
      "raum": 16133380.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 152,
      "fewer_than_5": false,
      "raum": 336632289.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 7,
      "fewer_than_5": false,
      "raum": 7118081.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 31,
      "fewer_than_5": false,
      "raum": 118502717.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322488",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}