{
  "crd_number": 299589,
  "slug": "intelligence-driven-advisers-llc-carlsbad-ca-299589",
  "primary_business_name": "INTELLIGENCE DRIVEN ADVISERS, LLC",
  "legal_name": "INTELLIGENCE DRIVEN ADVISERS, LLC",
  "dbas": [
    "FINANCIAL DETOX",
    "FUTUREADY 401(K)",
    "IDA WEALTH",
    "INTELLIGENCE DRIVEN INSURANCE SOLUTIONS"
  ],
  "city": "Carlsbad",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41740",
  "metro": {
    "cbsa_code": "41740",
    "common_name": "San Diego",
    "msa_name": "San Diego-Chula Vista-Carlsbad, CA",
    "path": "/advisors/ca/san-diego"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-12-17",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 881932987.0,
  "raum_discretionary": 881932987.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 22,
  "advisory_employees": 11,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 891025.0,
      "count": 2
    },
    "individuals": {
      "raum": 70482151.0,
      "count": 228
    },
    "investment_companies": {
      "raum": 29500000.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 5510692.0,
      "count": 4
    },
    "high_net_worth_individuals": {
      "raum": 771106729.0,
      "count": 421
    },
    "corporations_other_businesses": {
      "raum": 4442390.0,
      "count": 4
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "LA",
    "NE",
    "NV",
    "TX",
    "UT",
    "VA",
    "WI"
  ],
  "websites": [
    "https://facebook.com/FINANCIALDETOX",
    "https://facebook.com/IDAWEALTH",
    "https://financialdetox.com",
    "https://idawealth.com",
    "https://instagram.com/IDAWEALTH",
    "https://linkedin.com/COMPANY/IDAWEALTH",
    "https://plus.google.com/110642924824556661527",
    "https://twitter.com/FINANCIALDETOX",
    "https://wealthmanagementcarlsbad.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299589",
  "city_as_filed": "CARLSBAD",
  "url": "https://advisorcensus.com/firm/intelligence-driven-advisers-llc-carlsbad-ca-299589",
  "display_name": "Intelligence Driven Advisers, LLC",
  "summary": "Intelligence Driven Advisers, LLC is an SEC-registered investment advisory firm in Carlsbad, CA, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Intelligence Driven Advisers, LLC (CRD 299589): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Intelligence Driven Advisers, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Intelligence Driven Advisers, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Intelligence Driven Advisers, LLC located?",
      "a": "Intelligence Driven Advisers, LLC's principal office is in Carlsbad, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Intelligence Driven Advisers, LLC registered with the SEC or a state?",
      "a": "Intelligence Driven Advisers, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 299589."
    },
    {
      "q": "How much does Intelligence Driven Advisers, LLC manage?",
      "a": "Intelligence Driven Advisers, LLC reports $881,932,987 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Intelligence Driven Advisers, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Intelligence Driven Advisers, LLC: Regulatory assets under management: $762,256,175 in the October 2021 data and $881,932,987 in the October 2026 data, up 16%. Total employees: 19 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Intelligence Driven Advisers, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (421); individuals (other than high net worth individuals) (228); pension and profit sharing plans (but not the plan participants or government pension plans) (4)."
    },
    {
      "q": "Which custodians does Intelligence Driven Advisers, LLC use?",
      "a": "Intelligence Driven Advisers, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Intelligence Driven Advisers, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299589"
    },
    {
      "q": "What changed in Intelligence Driven Advisers, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 13 to 11."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 762256175.0,
      "total_employees": 19,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 849587492.0,
      "total_employees": 21,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 808750362.0,
      "total_employees": 21,
      "filing_date": "2023-07-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 977894615.0,
      "total_employees": 17,
      "filing_date": "2024-09-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 828210292.0,
      "total_employees": 24,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 881932987.0,
      "total_employees": 22,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 13 to 11."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer lists an office in Fort Worth, TX.",
        "No longer registered or notice-filed in AL, HI, IA, IL, IN, MI, NM, OH, OR, TN."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in NV."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/intelligence-driven-advisers-llc-carlsbad-ca-299589.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 228,
      "fewer_than_5": false,
      "raum": 70482151.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 421,
      "fewer_than_5": false,
      "raum": 771106729.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 29500000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 5510692.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": false,
      "raum": 891025.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 4,
      "fewer_than_5": false,
      "raum": 4442390.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299589",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}