IDA Wealth – Intelligence Driven Advisers

IDA Wealth - Intelligence Driven Advisers is a Financial Planner in Carlsbad, CA, located at 2792 Gateway Rd. The firm serves affluent individuals, families, business owners, corporate leaders, and organizations across 21 states. It offers institutional-scale wealth advisory services including advanced financial planning, investment management, private market access, tax planning, preparation, and filing, family office services, retirement plan consulting, and real estate advisory. The business holds a rating of 5.00 based on reviews from its clients. Founded in 2009 by Jason Labrum, the firm operates as a founder-led and employee-owned entity with zero outside stakeholders. It provides disciplined fiduciary care and long-term financial guidance, integrating cash flow, retirement, estate, and insurance strategies into continuously monitored plans. The investment approach utilizes research-driven, evidence-based strategies and active oversight to manage risk and capital allocation. An in-house tax team handles proactive planning, preparation, and filing to align with broader objectives. The firm also delivers family office services that coordinate investment, tax, estate, and professional relationships for multi-generational families, alongside retirement plan consulting and real estate advisory. The team includes partners and advisers with credentials such as CFP®, AIF®, CPA, EA, CFA®, and MBA. Leadership consists of Jason Labrum, Alex Klingensmith, Jordie Czapinski, Kristin Skevington, Thomas Ohanesian, Rick Labrum, Darcy Wadsworth, Bow Wheeler, and David Reyes. Additional staff members include wealth advisers, associate advisers, client service directors, CPAs, retirement plan consultants, a chief investment officer, and a trader/analyst. IDA Wealth - Intelligence Driven Advisers maintains a 5.00 rating based on customer reviews, reflecting the confidence clients place in its clarity and stability. As a founder-led, employee-owned firm with no outside shareholders, it delivers conflict-free advice aligned with client interests. The combination of institutional thinking and boutique attention allows the business to provide tailored strategies for complex financial lives. This alignment of integrity and expertise supports its role as a trusted financial planner in Carlsbad.

Located on Gateway Rd in Carlsbad, the firm is about 0.1 miles from Palomar Airport Road and 0.2 miles from El Fuerte Street and Melrose Drive.

BizScoreAI awarded the business a 100 out of 100 for Schema & Structure score, which ensures AI assistants and search engines understand exactly what the business offers. The company received an 84 out of 100 for Technical score, confirming the website is secure and indexable for search engines. BizScoreAI also notes that the business ranks number 1 of 3 Financial Planner businesses that BizScoreAI has scored in Carlsbad.