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INTELLIGENCE DRIVEN ADVISERS, LLC
CRD 299589 · SEC 801-114418
2792 GATEWAY ROAD, CARLSBAD, CA, 92009, United States
Phone
(888) 401-2083
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$881.9M
Discretionary AUM
$881.9M
Team
22 total employees; 11 advisory reps; 65 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 228 | $70.5M |
| High net worth individuals | 421 | $771.1M |
| Investment companies | 1 | $29.5M |
| Pension/profit sharing plans | 4 | $5.5M |
| Charitable organizations | 2 | $891K |
| Corporations/business entities | 4 | $4.4M |
States served
AZ, CA, CO, LA, NE, NV, UT, VA, WI, TX, FL
All web addresses on file
- HTTPS://WWW.FACEBOOK.COM/FINANCIALDETOX/
- HTTPS://WWW.FACEBOOK.COM/IDAWEALTH
- HTTPS://WWW.FINANCIALDETOX.COM
- HTTPS://WWW.IDAWEALTH.COM
- HTTPS://WWW.INSTAGRAM.COM/IDAWEALTH
- HTTPS://WWW.LINKEDIN.COM/COMPANY/IDAWEALTH
- HTTPS://WWW.WEALTHMANAGEMENTCARLSBAD.COM
- HTTPS://PLUS.GOOGLE.COM/110642924824556661527
- HTTPS://TWITTER.COM/FINANCIALDETOX
Official SEC filing: View on IAPD