Intelligence Driven Advisers, LLC

RIASEC Registered

Total AUM

$882M

Discretionary

$882M

100% of AUM

Avg account

$1.3M

Accounts

659

Employees

Advisory reps

Firm details

Headquarters: Carlsbad, California
CRD number: 299589
Registered since: December 17, 2018
Website: www.idawealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI87.43%
Individuals7.99%
Investment Companies3.34%
Pension & Profit Sharing Plans0.62%
Corporations / Businesses0.5%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Intelligence Driven Advisers, LLC is an independent registered investment adviser that has been SEC-registered since 2018. Organized as an LLC with both domestic-entity and individual ownership, the firm serves a mix of individual and family clients alongside institutional relationships. Its advisory scope includes financial planning, portfolio management for individuals, small businesses, investment companies and institutions, pension consulting services, and educational seminars. The firm also operates as an insurance broker and lists industry affiliations that include accountants, insurance companies, and roles as sponsor/GP/managing member of pooled investment vehicles. Fee arrangements span percentage-of-AUM, hourly, and fixed-fee models. Intelligence Driven Advisers does not present itself as a capital allocator and is not an active ESG investor. The firm was named among the Financial Times’ Top 300 RIA Firms in 2020.