IDA is a full time fiduciary, process-driven, independent wealth management firm focused on delivering tailored financial solutions to high net worth individuals, families, and businesses. We believe our clients deserve the absolute highest level of service along with insightful, unbiased advice free from conflicts of interest, with access to the broadest possible choice of investment and planning opportunities from which to thrive. As an independent firm with a truly open platform, we can search the globe for the best financial solutions for our clients. It's time to pursue better with Intelligence Driven Advisers.
View Top Employees from Intelligence Driven Advisers (IDA)| Website | http://idawealth.com |
| Revenue | $6 million |
| Employees | 35 (35 on RocketReach) |
| Founded | 2009 |
| Address | 6128 Innovation Way, Carlsbad, California 92009, US |
| Phone | (760) 707-5555 |
| Technologies |
JavaScript,
HTML,
PHP
+29 more
(view full list)
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| Industry | Financial Services, Asset Management, Finance General, Banking, Investment Management, Finance, Accounting, Audit and Tax Services (B2B), Financial Planning, Lending and Investments, Retirement Income Planning, Wealth Management, Company 401(k) Plans, Tax & Estate Mangement |
| Web Rank | 24 Million |
| Competitors | Berson Money Management, Gensler, GuidedChoice, Paulien & Associates, Inc., brightspot strategy, A Buro Happold Company |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
Looking for a particular Intelligence Driven Advisers (IDA) employee's phone or email?
Intelligence Driven Advisers (IDA) Questions
The Intelligence Driven Advisers (IDA) annual revenue was $6 million in 2024.
Jordie Czapinski is the COO of Intelligence Driven Advisers (IDA).
35 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 [5239, 523, 52393, 52].
The SIC codes for Intelligence Driven Advisers (IDA) are [628, 62].
Top Intelligence Driven Advisers (IDA) Employees
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31
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22
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ViewDavid Brasfield
Managing Director at Intelligence Driven Advisers (IDA)
Scottsdale, Arizona, United States45 -
ViewGFS Aaron Brasfield
Director - Client Services at Intelligence Driven Advisers (IDA)
Scottsdale, AZ, US45+ -
ViewJames Pupillo
Managing Director at Intelligence Driven Advisers (IDA)
Scottsdale, Arizona, United States3 -
53
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25+
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ViewThomas Ohanesian
Wealth Advisor at Intelligence Driven Advisers (IDA)
Carlsbad, California, United States53
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