Idb Lido Wealth, LLC

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IDB Lido Wealth | Private Wealth Management Advisory Company (646) 839-9793 idb.lido@idblidowealth.com It’s personal and comprehensive. And stronger together. Find out more Who is IDB Lido Wealth? IDB Lido Wealth is a partnership between two innovative financial firms with a passion for serving the unique needs of their clients. We strive to provide comprehensive and unique investment and wealth strategies designed to grow, protect, and maximize our clients’ wealth. We believe in delivering dynamic financial solutions that are as inspired as the people we serve. IDB Bank of New York + Lido Advisors Formed in 2021, IDB Lido Wealth brings the largest Israeli bank in the U.S. and one of the fastest growing wealth managers into a partnership passionately committed to helping our clients grow, protect, and maximize their wealth. $14.4 B Balance Sheet Assets As of December 31, 2025 1935 Opened for Business $42.5 B Regulatory Assets Under Management As of December 31, 2025 1999 Opened for Business What we do Our wealth management philosophy is to take a holistic approach, with active and dynamic focus on delivering growth and protection across your financial life. Learn more about what we do Back to top Speak with our team Let's explore your vision for your family's future. Contact Us Your request has been sent Someone will be in contact with you shortly. Homepage

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