Idb Lido Wealth, Llc
- Regulatory AUM
- $478M
- Discretionary
- $478M
- Clients
- 209
- Avg AUM / client
- $2.3M
- Accounts
- 329
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Jul 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 19 | $16.1M | 3.37% |
| High net worth individuals | 152 | $337M | 70.4% |
| Charitable organizations | 7 | $7.1M | 1.49% |
| Corporations and other businesses | 31 | $119M | 24.8% |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Biron, Ziv | Director And Manager | Jun 2022 (4y) | Less than 5% | |
| Jason Jay Ozur | Board Chairman And Manager | Jun 2022 (4y) | Less than 5% | |
| Kanapathipillai, Iynkaran | Chief Executive Officer | Jun 2022 (4y) | Less than 5% | |
| Lee, Jason, Pang Fe | Director And Manager | Jun 2022 (4y) | Less than 5% | |
| Logatto, James, Robert | Director And Manager | Jun 2022 (4y) | Less than 5% | |
| Mitchell, Tina, Louise | Chief Compliance Officer | Jun 2022 (4y) | Less than 5% | |
| Stern, Kenneth, Aaron | Director And Manager | Jun 2022 (4y) | Less than 5% | |
| David Stephen Haddad | Registered representative | Apr 2023 (3y) | ||
| Jack Tanner Weinstein | Registered representative | Apr 2023 (3y) | ||
| Robert Wayne Marton | Registered representative | CFP | May 2023 (3y) | |
| Stuart Henry Katz | Registered representative | Jun 2023 (3y) | ||
| Zachary Adam Schneider | Registered representative | Jun 2023 (3y) | ||
| Nadav Hillel Schwartz | Registered representative | Dec 2023 (3y) | ||
| Gregory Paul Kushner | Registered representative | Jun 2024 (2y) | ||
| Griffin W Morgan | Registered representative | CFP | Jul 2024 (2y) | |
| Drew Nmn Graves | Registered representative | Jun 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lido Advisors | Owner | Jun 2022 | A | 50% – 75% |
| Israel Discount Bank Of New York | Owner | Jun 2022 | A | 50% – 75% |
| Discount Bancorp, Inc. | Owner | Feb 2000 | B | ≈ 37.5% – 75% via Israel Discount Bank Of New York |
| Israel Discount Bank Ltd | Owner | Feb 2000 | B | ≈ 28.13% – 75% via Discount Bancorp, Inc. |
| Charlesbank Equity Fund X, Limited Partnership | Member | Jun 2021 | B | ≈ 12.5% – 37.5% via Lido Advisors |
Estimated effective ownership (look-through of filed bands):
- Discount Bancorp, Inc.: 75% – 100% of Israel Discount Bank Of New York × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Israel Discount Bank Ltd: 75% – 100% of Discount Bancorp, Inc. × 75% – 100% of Israel Discount Bank Of New York × 50% – 75% direct ≈ 28.13% – 75% of the firm
- Charlesbank Equity Fund X, Limited Partnership: 25% – 50% of Lido Advisors × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/14/2026 | 1.99 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $478M (100% of AUM) May 2026
- Fidelity Brokerage Services $17.9M (19% of AUM) Feb 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 27, 2026.
View current Form ADV (SEC/IAPD) ↗