You deserve a financial partner who works as relentlessly to grow your wealth as you did to build it. We built IDA around a different idea — an employee-owned, fiduciary firm, because we believe successful wealth builders deserve a fundamentally different approach than one-size-fits-all advice. IDA is an employee-owned firm with deep roots in research, trading, and portfolio management. We bring discipline and curiosity to investing and a long-term commitment to our clients. Trade cookie-cutter portfolios and quota-driven advice for real relationships, disciplined investing, and a team that's fully independent — invested only in you.
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Intelligence Driven Advisers (IDA) Questions
The Intelligence Driven Advisers (IDA) annual revenue was $6 million in 2026.
Jason Labrum is the Founder and CEO of Intelligence Driven Advisers (IDA).
22 people are employed at Intelligence Driven Advisers (IDA).
Intelligence Driven Advisers (IDA) is based in Carlsbad, California.
The NAICS codes for Intelligence Driven Advisers (IDA) are [523, 52393, 52, 5239].
The SIC codes for Intelligence Driven Advisers (IDA) are [62, 628].
Top Intelligence Driven Advisers (IDA) Employees
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Jason Labrum
Founder and CEO at Intelligence Driven Advisers (IDA)
Carlsbad, CA, US24 -
13
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Darcy Wadsworth
Partner and Senior Wealth Adviser at Intelligence Driven Advisers (IDA)
Summerland Key, FL, US5+4 -
23
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11
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Rob Paterson
Wealth Adviser at Intelligence Driven Advisers (IDA)
Carlsbad, CA, US23 -
Rick Labrum
Wealth Management at Intelligence Driven Advisers (IDA)
Temecula, CA, US25+
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