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INTELLIGENCE DRIVEN ADVISERS, LLC
CRD 299589File 801-114418
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$881.9M
Above cohort median (national)
Discretionary AUM
$881.9M
Clients
660
659 accounts
Employees
22
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Dec 17, 2018
- Principal office
- 2792 GATEWAY ROAD, CARLSBAD, CA, 92009
- Phone
- (888) 401-2083
- Website
- HTTPS://WWW.IDAWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $881.9M
- Discretionary AUM
- $881.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 659
- Non-discretionary accounts
- 0
- Total accounts
- 659
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 4 | $4.4M |
| Investment companies | 1 | $29.5M |
| Charitable organizations | 2 | $891K |
| High net worth individuals | 421 | $771.1M |
| Pension and profit sharing plans | 4 | $5.5M |
| Individuals (other than high net worth individuals) | 228 | $70.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 24 | 22 | decreased by2 |
| Apr 1, 2026 | Clients | 881 | 660 | decreased by221 |
| Apr 1, 2026 | AUM | $828,210,292 | $881,932,987 | increased by$53,722,695 |
| Apr 1, 2026 | Accounts | 879 | 659 | decreased by220 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 21 | 24 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,094 | 881 | decreased by213 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $849,587,492 | $828,210,292 | decreased by$21,377,200 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,099 | 879 | decreased by220 |
| Apr 1, 2022 | Employees | 19 | 21 | increased by2 |
| Apr 1, 2022 | Clients | 1,003 | 1,094 | increased by91 |
| Apr 1, 2022 | AUM | $762,256,175 | $849,587,492 | increased by$87,331,317 |
| Apr 1, 2022 | Accounts | 1,010 | 1,099 | increased by89 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INTELLIGENCE DRIVEN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INTELLIGENCE DRIVEN” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.