Los Angeles, CA Office

IDB Lido Wealth, LLC is a SEC‑registered adviser jointly owned by Lido Advisors and Israel Discount Bank of New York and provides investment management, financial planning, family office and retirement and estate planning services to individuals (including high‑ and ultra‑high‑net‑worth clients), family offices, pensions, trusts, estates, charitable organizations, corporations and insurance companies. The firm manages client assets on a predominantly discretionary basis and also offers non‑discretionary financial consulting and asset‑reporting services.

The firm describes an integrated wealth‑management approach that combines multi‑asset allocations — including equities, fixed income, cash, structured notes, options‑based strategies and alternative investments — and implements those allocations directly or through sub‑advisers and third‑party asset managers. IDB Lido has a formal sub‑advisory arrangement with its affiliate Lido (which manages strategies such as the affiliate‑managed “Cap and Cushion” options program and affiliated private funds) and states it may utilize leverage or derivatives and margin in separately managed accounts as part of its strategy mix.

IDB Lido’s ownership and affiliate footprint is a distinguishing feature: it is 50% owned by a bank (Israel Discount Bank of New York), has affiliated trust companies (Enterprise‑CA and Enterprise‑NV) that provide fiduciary services, and operates alongside multiple affiliated service entities (tax, insurance, payment, administrative services, an affiliated broker‑dealer and affiliated private‑fund sponsors such as Lido Private Funds, Oakhurst and Palladius). The brochure discloses these sponsor and affiliate relationships, referrals from its bank owner and the firm’s use of affiliated vehicles and joint ventures, and describes the related conflicts and the firm’s disclosure and oversight practices.