Idb Lido Wealth, LLC

CRD 322488 · New York, NY · $478.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 322488
SEC number: 801-126779
Firm type: RIA
Assets under management: $478.4M as of May 14, 2026
Website: www.idblidowealth.com ↗
Phone: 646-839-9793
Address: 1114 6th Avenue, 9th Floor, New York, NY, 10036

Advisors at this firm

9 in our index · page 1 of 1

Drew Nmn GravesCRD 6312372 · New York, NY

IA RegisteredRegistration inactive
David Stephen HaddadCRD 7496973 · New York, NY

IA Registered
Stuart Henry KatzCRD 5924533 · Los Angeles, CA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Gregory Paul KushnerCRD 2649890 · Los Angeles, CA

IA RegisteredRegistration inactive
Robert Wayne MartonCRD 4131958 · Boca Raton, FL

IA RegisteredRegistration inactive
Griffin W MorganCRD 7306405 · New York, NY

IA RegisteredRegistration inactive
Nadav Hillel SchwartzCRD 5557529 · New York, NY

IA RegisteredRegistration inactive
Zachary Adam SchneiderCRD 7668731 · Los Angeles, CA

IA Registered
Jack Tanner WeinsteinCRD 7297557 · Los Angeles, CA

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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