Tina Mitchell is not listed as a control person, but directly owns under 5% of IDB Lido Wealth.
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
- 1727463
- Firm
- IDB Lido Wealth · CRD 322488
- Role
- Chief Compliance Officer
- In role since
- May 2026 · under a year
- Control person
- Not listed
- 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 Tina Mitchell work?
Tina Mitchell has been Chief Compliance Officer of Idb Lido Wealth, LLC since May 2026.
How can I verify Tina Mitchell’s record?
Tina Mitchell’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
- Sagy AserafDirector and Manager
- Jason LeeDirector and Manager
- Avner MendelsonDirector and Manager
- Jason OzurBoard Chairman and Manager
- David ParkDirector and Manager
- Kenneth SternDirector and Manager