Avner Mendelson is a control person of IDB Lido Wealth and directly owns under 5% of it.
IDB Lido Wealth is an investment adviser based in New York, NY, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $478 million, as filed on 27 July 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6250000
- Firm
- IDB Lido Wealth · CRD 322488
- Role
- Director and Manager
- In role since
- June 2025 · 1 year
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- New York, NY
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Avner Mendelson work?
Avner Mendelson has been Director and Manager of Idb Lido Wealth, LLC since June 2025, and is a control person of the firm.
How can I verify Avner Mendelson’s record?
Avner Mendelson’s role is listed on Idb Lido Wealth, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 322488.
- Iynkaran KanapathipillaiChief Executive Officer
- Tina MitchellChief Compliance Officer
- Sagy AserafDirector and Manager
- Jason LeeDirector and Manager
- Jason OzurBoard Chairman and Manager
- David ParkDirector and Manager
- Kenneth SternDirector and Manager