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- Custodian
- BNY Mellon ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2022
- Office Locations
- 4
Office Locations
About IDB Lido Wealth, LLC
IDB Lido Wealth is a 2021 partnership between IDB Bank of New York and Lido Advisors, delivering holistic wealth management and investment strategy with an active, dynamic focus on growing and protecting client wealth. The firm serves retail and institutional relationships, including accredited investors and entrepreneurs, and supports portfolios using ETFs, public funds, and alternatives, with custody including BNY Mellon.
Team overview
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Accredited Investors
Asset Classes
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Owner & Executives
SAGY ASERAF
DIRECTOR, Manager
- CRD
- #5581022
- Ownership
- Less than 5%
Iynkaran Kanapathipillai
Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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DREW NMN GRAVES
Senior Vice President, Senior Wealth Manager
- CRD
- #6312372
David Stephen Haddad
--
- CRD
- #7496973
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $478,386,467 | $1,454,062 |
| Non-Discretionary | $0 | -- |
| Total | $478,386,467 | $1,454,062 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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