firm profile
Intelligence Driven Advisers, LLC
Overview
Intelligence Driven Advisers, LLC is an SEC registered investment adviser based in Carlsbad, CA, registered since 2018. It reports $882M in assets under management across 659 accounts, with 22 employees. It has 16 investment adviser representatives.
- Reported AUM
- $882M
- Discretionary
- 100%
- Accounts
- 659
- Average account
- $1.3M
- Employees
- 22
- Advisory reps
- 16
- Registered since
- 2018
- Jurisdictions
- 11
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 4
- Jason Richard Labrum Founder, Chief Executive Officer CRD 3129980
- Alex Klingensmith President CRD 5976863
- Jordie Elizabeth Czapinski Chief Compliance Officer CRD 5304232
1 more executive officer, with direct contact details
Advisory reps 3 of 16
- Jordie Elizabeth Czapinski Investment Adviser Rep CRD 5304232
- Hunter Pearson Daniel Investment Adviser Rep CRD 6377492
- Steven Dougan Investment Adviser Rep CRD 8082339
13 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 2792 Gateway Rd
Carlsbad, CA 92009 - County
- San Diego
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
Registrations
- SEC registered
- Registered in 11 jurisdictions
- Website: financialdetox.com
Every state, with registration dates
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