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IDB Lido Wealth, LLC

Headquartered in NEW YORK, NY

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Firm Information

IDB Lido Wealth, LLC is a New York-based Registered Investment Advisor managing over $93 million in assets for 117 clients. The firm primarily serves high-net-worth individuals, corporations, and charitable organizations. They offer financial planning, portfolio management, and selection of other advisors.

IDB Lido Wealth, LLC

1114 6TH AVENUE, 9TH FLOOR

NEW YORK, NY 10036

$93.57M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office services

Family office services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

IDB LIDO WEALTH, LLC has a total of 2 branch locations across the country.
location

BOCA RATON, FL

location

NEW YORK, NY

Advisors at IDB Lido Wealth, LLC

View All 3 Advisors
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Nadav Hillel Schwartz

RA

NEW YORK, NY

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Cary Mark Lieberman

RA

BOCA RATON, FL

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Ana Paola Bou-goldsmith

RA

NEW YORK, NY

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Disclosures

There are no public disclosures for IDB Lido Wealth, LLC.

Frequently Asked Questions (5)

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