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IDB LIDO WEALTH, LLC

NEW YORK, NY · CRD 322488 · IAPD ↗ · idblidowealth.com · 646-839-9793

$478.4MRegulatory AUM
9Advisory reps
14Employees
0Clients
1-10Planning clients
0Private funds
5States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — IDB LIDO WEALTH, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — IDB LIDO WEALTH, LLC shrank from 14 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
66
April 2026 — IDB LIDO WEALTH, LLC reported RAUM up 42% ($338.0M -> $478.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
April 2025 — IDB LIDO WEALTH, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
61
April 2025 — IDB LIDO WEALTH, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2025 — IDB LIDO WEALTH, LLC now reports custody of client assets ($34.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
April 2025 — IDB LIDO WEALTH, LLC reported RAUM up 261% ($93.6M -> $338.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — IDB LIDO WEALTH, LLC reported RAUM up 197% ($31.5M -> $93.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
April 2024 — IDB LIDO WEALTH, LLC grew from 8 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.