DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Idb Lido Wealth, LLC
Latest filing Jul 27, 2026
First filing on the tape Sep 22, 2022 · 20 filings
SEC status approved since Dec 5, 2022
RAUM
$478M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
74%
$353M individuals and HNW
Advisors
9
registered through the firm on IAPD
RAUM per advisor
$53.2M
derived; firm RAUM over IAPD count
Employees
14
9 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$478M as of Jul 27, 2026
Mar 31, 2023$0 then
HNW client RAUM$337M as of Jul 27, 2026
Mar 31, 2023$0 then
State-registered IARs (5.B.3)9 as of Jul 27, 2026
Mar 31, 20230 then
Employees (5.A)14 as of Jul 27, 2026
Mar 31, 20231 then
Private funds: no history
RAUM +42% over the last fiscal yearIARs 14 to 9
Practice profile
derived from the filing of Jul 27, 2026; every figure names its basis
Archetypes, each a printed rule
- Bank affiliated · Item 7.A.6 or 7.A.7 (bank or trust company affiliate) and a bank, bancorp or trust company as a 50 percent or greater owner on Schedule A
- PE backed · a Schedule A entity owner at 25 percent or more whose exact legal name is a PE fund vehicle or a classified PE sponsor on the DFX private equity graph
- RAUM per advisor
- $53.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 19derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.2MderivedHNW RAUM over HNW clients
- Average account
- $1.5MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.6derivedItem 5.A over advisors
- Advisors per office
- 3.0derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +42%derivedbetween the last two annual amendments
- Advisor growth, one year
- -36%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +34%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, otherreportedItem 5.G
- Custody
- $7.1M, 16 clientsreportedItem 9.A
- Ownership
- a PE fund or sponsor is a 25 percent or greater owner on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$337M70%
- Corporations and businesses$119M25%
- Individuals$16.1M3.4%
- Charitable organizations$7.1M1.5%
- Individual clients
- 19reported
- HNW clients
- 152reported
- Pension plan clients
- n/areported
- Charitable clients
- 7reported
- Accounts
- 329reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $7.1M for 16 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.74 fund_share=0.0 institutional_share=0.01 related_bd=true related_bank=true bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Nadav Hillel Schwartz | New York, Ny | Dec 15, 2023 | 18 y | 4 |
| Drew Nmn Graves | New York, Ny | Jun 27, 2025 | 12 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount2 left over 36 months
Left, latest
- Ana Paola Bou- Goldsmith to Prosperity - An Eisneramper CompanyMay 29, 2025 · Other
- Jason Brett Blumberg to LidoApr 10, 2024 · Other
- Marc Ordona to Calamos Wealth Management LLCSep 12, 2023 · Other
Joined, latest
- Drew Nmn Graves from J.P. Morgan Securities LLCJun 27, 2025 · Other
- Ana Paola Bou- Goldsmith from Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 21, 2024 · Other
- Nadav Hillel Schwartz from Alliancebernstein L.P.Dec 15, 2023 · Other
- Marc Ordona from LidoJun 4, 2023 · RIA to a newly registered adviser
- Jason Brett Blumberg from Lido AdvisorsApr 25, 2023 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Ziv Biron · Director And Managercontrolsince 06/2022 · owns less than 5%
- Iynkaran Kanapathipillai · Chief Executive Officercontrolsince 06/2022 · owns less than 5%
- Pang Fe Jason Lee · Director And Managercontrolsince 06/2022 · owns less than 5%
- Robert James Logatto · Director And Managercontrolsince 06/2022 · owns less than 5%
- Jay Jason Ozur · Board Chairman And Managercontrolsince 06/2022 · owns less than 5%
- Aaron Kenneth Stern · Director And Managercontrolsince 06/2022 · owns less than 5%
- Louise Tina Mitchell · Chief Compliance Officersince 06/2022 · owns less than 5%
Entity owners
- Israel Discount Bank Of New York · Ownerdirect · owns 50% to 75%
- Lido Advisors · Ownerdirect · owns 50% to 75%
- Charlesbank Equity Fund X, Limited Partnership · Memberindirect · owns 25% to 50% of Lido Advisors
- Discount Bancorp, Inc. · Ownerindirect · owns 75% or more of Israel Discount Bank Of New York
- Israel Discount Bank Ltd · Ownerindirect · owns 75% or more of Discount Bancorp, Inc.
Related persons
Schedule D 7.A
- Enterprise Trust & Investment Companyn
- Israel Discount Bank Ltd.y
- Israel Discount Bank Of New Yorky
- Lidoinvestment adviserbankpooled vehicle sponsoryRAUM $43B
- Lido Cap And Gap Gp, LLCbankpooled vehicle sponsorn
- Lido Private Funds, LLCbankpooled vehicle sponsorn
- Lido Uncapped Diversified Gp, LLCbankpooled vehicle sponsorn
- Lido Uncapped Gp, LLCbankpooled vehicle sponsorn
- Lido Uncapped Platinum Gp, LLCbankpooled vehicle sponsorn
Advisers that list Idb Lido Wealth, LLC as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| New York, Ny · principal | 9 | 0 | 0 | ||
| Los Angeles, Ca | 4 | 0 | 0 | ||
| Dallas, Tx | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Century City, CA3 employees
- Boca Raton, FL1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- advisor count dropChange between filings · filing Mar 27, 2026advisory representatives (Item 5.B.3) moved from 14.0 to 9.0 (-36.0%) between the annual amendments of 2025-04-01 and 2026-03-27; the peer median change was +1.0% (23 comparable advisers, 0.0th percentile of changes)peers: affiliated wealth managers (23) · 0.0% percentile
What changed
consecutive filings, newest first
- Accounts · 235 to 329Feb 17, 2026 to Mar 27, 2026
- Advisory employees · 14 to 9Feb 17, 2026 to Mar 27, 2026
- Charity clients · 3 to 7Feb 17, 2026 to Mar 27, 2026
- Corporate clients · 26 to 31Feb 17, 2026 to Mar 27, 2026
- HNW clients · 106 to 152Feb 17, 2026 to Mar 27, 2026
- Individual clients · 22 to 19Feb 17, 2026 to Mar 27, 2026
- Pension plan clients · 0.0 to unsetFeb 17, 2026 to Mar 27, 2026
- Pooled vehicle clients · 0.0 to unsetFeb 17, 2026 to Mar 27, 2026
- Assets in custody · $34.4M to $7.1MFeb 17, 2026 to Mar 27, 2026
- Insurance-licensed employees · 10 to 7Feb 17, 2026 to Mar 27, 2026
- State-registered IARs · 14 to 9Feb 17, 2026 to Mar 27, 2026
- Discretionary RAUM · $338M to $478MFeb 17, 2026 to Mar 27, 2026
- HNW RAUM · $234M to $337MFeb 17, 2026 to Mar 27, 2026
- Individual RAUM · $9.9M to $16.1MFeb 17, 2026 to Mar 27, 2026
- Pension RAUM · 0.0 to unsetFeb 17, 2026 to Mar 27, 2026
- Pooled vehicle RAUM · 0.0 to unsetFeb 17, 2026 to Mar 27, 2026
- RAUM · $338M to $478MFeb 17, 2026 to Mar 27, 2026
- Related broker-dealer · false to trueFeb 17, 2026 to Mar 27, 2026
- Related insurance company · false to trueFeb 17, 2026 to Mar 27, 2026
- Accounts · 117 to 235Feb 28, 2025 to Apr 1, 2025
- Charity clients · 1 to 3Feb 28, 2025 to Apr 1, 2025
- Corporate clients · 8 to 26Feb 28, 2025 to Apr 1, 2025
- HNW clients · 55 to 106Feb 28, 2025 to Apr 1, 2025
- Individual clients · 0 to 22Feb 28, 2025 to Apr 1, 2025
- Assets in custody · $0 to $34.4MFeb 28, 2025 to Apr 1, 2025
- Custody of client assets · false to trueFeb 28, 2025 to Apr 1, 2025
- Insurance-licensed employees · 9 to 10Feb 28, 2025 to Apr 1, 2025
- Financial planning clients · 0 to 1-10Feb 28, 2025 to Apr 1, 2025
- Discretionary RAUM · $93.6M to $338MFeb 28, 2025 to Apr 1, 2025
- HNW RAUM · $83.8M to $234MFeb 28, 2025 to Apr 1, 2025
- Individual RAUM · $0 to $9.9MFeb 28, 2025 to Apr 1, 2025
- RAUM · $93.6M to $338MFeb 28, 2025 to Apr 1, 2025
- Accounts · 25 to 117Aug 8, 2023 to Mar 28, 2024
- Advisory employees · 8 to 14Aug 8, 2023 to Mar 28, 2024
- Charity clients · 0 to 1Aug 8, 2023 to Mar 28, 2024
- Corporate clients · 5 to 8Aug 8, 2023 to Mar 28, 2024
- HNW clients · 4 to 55Aug 8, 2023 to Mar 28, 2024
- Individual clients · 9 to 0Aug 8, 2023 to Mar 28, 2024
- Pension plan clients · 2 to 0Aug 8, 2023 to Mar 28, 2024
- Employees · 10 to 14Aug 8, 2023 to Mar 28, 2024
Signals
10 dated events
- Idb Lido Wealth, Llc reported RAUM $478.4M, up 42% from $338.0M (2026-02-17 to 2026-03-27)Mar 27, 2026 · RAUM change · derived
- Ana Paola Bou- Goldsmith left Idb Lido Wealth, Llc for Prosperity - An Eisneramper Company (registered 2025-05-23)May 29, 2025 · Advisor changed firm · fact
- Idb Lido Wealth, Llc reported RAUM $338.0M, up 261% from $93.6M (2025-02-28 to 2025-04-01)Apr 1, 2025 · RAUM change · derived
- Daniel Leong no longer registered at Idb Lido Wealth, Llc; no later IA registration on IAPDJul 11, 2024 · Advisor departure · fact
- Jason Brett Blumberg left Idb Lido Wealth, Llc for Lido (registered 2024-04-10)Apr 10, 2024 · Advisor changed firm · fact
- Alexandra Marie Browne no longer registered at Idb Lido Wealth, Llc; no later IA registration on IAPDApr 10, 2024 · Advisor departure · fact
- Louis Carmen Flamino no longer registered at Idb Lido Wealth, Llc; no later IA registration on IAPDApr 10, 2024 · Advisor departure · fact
- Marc Ordona left Idb Lido Wealth, Llc for Calamos Wealth Management Llc (registered 2023-09-20)Sep 12, 2023 · Advisor changed firm · fact
- Kiyoun Kim (Director And Manager) no longer on Schedule A of Idb Lido Wealth, Llc (listed 2023-05-29, absent 2023-06-09)Jun 9, 2023 · Control person left · inference
- Idb Lido Wealth, Llc filed its initial SEC registration (Form ADV)Sep 22, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- IDB Lido Wealth, LLC · Family Officesshared crd · office
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/idb-lido-wealth-llcreportedpublic record, Form ADV, Sep 17, 2026
- Website
- idblidowealth.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 646-839-9793reportedpublic record, Form ADV, Jul 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Bank affiliated wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $53.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026