Intelligence Driven Advisers provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, pension consulting, educational seminars, and insurance. Financial planning was provided to 251–500 clients last fiscal year.
Intelligence Driven Advisers reports 660 clients. They include 421 high-net-worth individuals, 228 individual clients, and 4 pension and profit-sharing plans. Of its assets, 100.0% ($882M across 659 accounts) are managed with discretion. Of its clients, 1% are outside the U.S. It advised 65 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 35% | 8% |
| High-net-worth individuals | 64% | 87% |
| Investment companies | <1% | 3% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | <1% |
| Other client typesCorporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 228 | $70.5M | 8.0% | $309K |
| High-net-worth individuals | 421 | $771M | 87.4% | $1.83M |
| Investment companies | 1 | $29.5M | 3.3% | $29.5M |
| Pension and profit-sharing plans | 4 | $5.51M | 0.6% | $1.38M |
| Charitable organizations | 2 | $891K | 0.1% | $446K |
| Corporations and other businesses | 4 | $4.44M | 0.5% | $1.11M |
| Total | 660 | $882M | 100% | $1.34M |
- Clients
- 228
- Regulatory AUM
- $70.5M
- AUM share
- 8.0%
- Avg. per client
- $309K
- Clients
- 421
- Regulatory AUM
- $771M
- AUM share
- 87.4%
- Avg. per client
- $1.83M
- Clients
- 1
- Regulatory AUM
- $29.5M
- AUM share
- 3.3%
- Avg. per client
- $29.5M
- Clients
- 4
- Regulatory AUM
- $5.51M
- AUM share
- 0.6%
- Avg. per client
- $1.38M
- Clients
- 2
- Regulatory AUM
- $891K
- AUM share
- 0.1%
- Avg. per client
- $446K
- Clients
- 4
- Regulatory AUM
- $4.44M
- AUM share
- 0.5%
- Avg. per client
- $1.11M
Total
- Clients
- 660
- Regulatory AUM
- $882M
- AUM share
- 100%
- Avg. per client
- $1.34M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 65
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Intelligence Driven Advisers charges up to 1.00% a year for its Investment Management Services. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting Services
- Fixed fees generally range from $2,500 to $10,000, or hourly rates from $175 to $675; all fees are negotiable at the firm's discretion.
- Retirement Plan Services
- Retirement plan services are typically a flat fee; where an asset-based fee is used, the maximum annual advisory fee is 0.95% of assets under management.
Labrum Wealth Management, LLC owns 75% or more of Intelligence Driven Advisers and is in turn owned by Jason Labrum (75% or more). The leadership team of Intelligence Driven Advisers includes President Alex Klingensmith and Chief Compliance Officer Jordie Czapinski. It has 22 employees, 11 of them in advisory roles.
Leadership
Alex KlingensmithPresident- Jordie CzapinskiChief Compliance Officer
Jason LabrumFounder & CEO
Investment adviser representatives
16 representatives listed in the SEC register as of 9 October 2026.
Staff
- 22 employees
- 11 in advisory functions
- 14 state-registered reps
- 7 insurance agents
- 1 soliciting firm
- Owns 75% or more of Intelligence Driven Advisers, LLC
Labrum Wealth Management, LLC
Control person · since November 2018
- Owns 75% or more of Labrum Wealth Management, LLC
Jason Labrum
Control person · since June 2009
Intelligence Driven Advisers’ regulatory assets grew from $762M (March 2021) to $882M (March 2026); clients fell from 1,003 to 660 and employees rose from 19 to 22. In 2019, 2 advisory firms joined it. The most recent was LDI Advisors, in March 2019.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $882M | 660 | 22 | 2 |
| March 2025 | $828M | 881 | 24 | 3 |
| March 2024 | $978M | 885 | 18 | 4 |
| July 2023 | $809M | 1,009 | 21 | 4 |
| March 2022 | $850M | 1,094 | 21 | 4 |
| March 2021 | $762M | 1,003 | 19 | 5 |
Firms that joined
20192 joined
- LDI AdvisorsNo filed AUM
- Labrum Wealth ManagementNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Intelligence Driven Advisers has 1 office, with 2 listed addresses in California.
California · 2 listed addresses
- 2792 Gateway Road, CarlsbadHQ
- 25220 Hancock Avenue, Murrieta
Other business names
Intelligence Driven Advisers has reported 4 other business names to the SEC.
- Financial Detox
- Futuready 401(k)
- Ida Wealth
- Intelligence Driven Insurance Solutions
Contact and registration details
- Legal name
- Intelligence Driven Advisers, LLC
- Headquarters
- 2792 Gateway Road, Carlsbad, CA 92009
- Website
- idawealth.com
- Phone
- 888-401-2083
- SEC file
- 801-114418
- Structure
- Delaware LLC
- Fiscal year end
- December
Intelligence Driven Advisers uses Charles Schwab ($765M) as custodian for its separately managed accounts. Intelligence Driven Advisers has custody of $284M in client assets for 306 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $765M100%
At year end, Intelligence Driven Advisers’ separately managed accounts were mostly in funds (86%). Its reported 13F holdings for the quarter ended 30 June 2026 total $616M across 140 positions; the largest are Dimensional ETF Trust (17.0%), iShares TR (9.7%) and SPDR Index Shs Fds (9.6%).
What the accounts hold
- Stocks7%
- Exchange-traded equities6%
- Non-exchange-traded equities1%
- Funds86%
- Registered funds83%
- Pooled vehicles3%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash6%
Reported 13F holdings
- $616M
- Reported 13F value
- 140
- Positions
- 69.1%
- In the 10 largest
- +7.4%
- Value vs. prior quarter
- Dimensional ETF Trust · US Equi Mark ETF17.0%
- iShares TR · Rus Tp200 GR ETF9.7%
- SPDR Index Shs Fds · ST Str MSCI Eafe9.6%
- iShares TR · Core Univrsl Usd7.6%
- Blackrock ETF Trust · iShares US Equit7.0%
- Invesco Exch Trd Slf Idx FD · Rafi Stratgic US6.0%
- Vanguard Scottsdale Fds · Mtg-bkd Secs ETF3.8%
- Apple Inc.3.2%
- Schwab Strategic TR · US Brd Mkt ETF2.6%
- Pacer Fds TR · US Cash Cows 1002.6%
Together, the ten largest are 69.1% of reported value.
How many clients does Intelligence Driven Advisers have?
Intelligence Driven Advisers has 660 clients and manages $882 million for them, as of March 2026. They include 421 high-net-worth individuals, 228 individual clients, and 4 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Intelligence Driven Advisers offer?
Intelligence Driven Advisers provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, pension consulting, educational seminars, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Intelligence Driven Advisers charge?
Intelligence Driven Advisers charges up to 1.00% a year for its Investment Management Services. The fee is billed in advance and is negotiable.
Source: IDA FORM ADV PART 2A DATED MARCH 25, 2026, filed 31 March 2026
Which custodians does Intelligence Driven Advisers use?
Intelligence Driven Advisers’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $765M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Intelligence Driven Advisers have?
Intelligence Driven Advisers has 14 investment adviser representatives registered with state securities authorities, out of 22 employees, and 11 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Intelligence Driven Advisers invest in?
At the end of its last fiscal year, Intelligence Driven Advisers’ separately managed accounts held 83% registered funds (mutual funds, ETFs, BDCs), 6% exchange-traded equities, 6% cash and equivalents, 3% pooled vehicles (private funds and similar), 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Intelligence Driven Advisers?
Intelligence Driven Advisers is owned through a holding company by Jason Labrum. Its direct owner is Labrum Wealth Management, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Intelligence Driven Advisers get paid?
Intelligence Driven Advisers is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Intelligence Driven Advisers?
Intelligence Driven Advisers’ main office is at 2792 Gateway Road, Carlsbad, CA 92009. Its phone number is 888-401-2083. Its website is idawealth.com.