Intelligence Driven Advisers, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

299589

SEC number

801-114418

Firm type

RIA

Assets under management

$881.9M as of Mar 31, 2026

Website

plus.google.com/110642924824556661527 ↗

Phone

(888) 401-2083

Address

2792 Gateway Road, Carlsbad, CA, 92009

Advisors at this firm

18 in our index · page 1 of 1

• Jordie Elizabeth CzapinskiCRD 5304232 · Carlsbad, CA
  IA RegisteredRegistration inactive
• Hunter Pearson DanielCRD 6377492 · Carlsbad, CA
  IA Registered
• Steven DouganCRD 8082339 · Carlsbad, CA
  IA Registered
• Chad Jeffrey GreenbergCRD 4370579 · Englewood, CO
  IA RegisteredRegistration inactive
• Alex KlingensmithCRD 5976863 · Carlsbad, CA
  IA Registered
• Jason Richard LabrumCRD 3129980 · Carlsbad, CA
  IA Registered
  Disclosure event(s) on record
• Richard Levere LabrumCRD 2226394 · Granbury, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Thomas Andrew LombardiCRD 7048647 · Santa Monica, CA
  IA Registered
• Derek LongCRD 7790533 · Murrieta, CA
  IA Registered
• Nolan Tyler MartinCRD 7144772 · Carlsbad, CA
  IA Registered
• Thomas OhanesianCRD 6726993 · Carlsbad, CA
  IA Registered
• Robert Edward PatersonCRD 5878267 · Carlsbad, CA
  IA Registered
• Brian Christian PetersonCRD 5587913 · Carlsbad, CA
  IA RegisteredRegistration inactive
• Brittney Nicole PartowCRD 6061283 · Carlsbad, CA
  IA RegisteredRegistration inactive
• Marija PetrovicCRD 8176412 · Carlsbad, CA
  IA Registered
• David Bradley ReyesCRD 7497075 · Carlsbad, CA
  IA Registered
• Darcy Jones WadsworthCRD 4252453 · Summerland Key, FL
  IA Registered
• Samuel Bowman WheelerCRD 4981660 · Carlsbad, CA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.