# Intelligence Driven Advisers, LLC

> 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.

- CRD: 299589
- Filed as: INTELLIGENCE DRIVEN ADVISERS, LLC
- Also doing business as: FINANCIAL DETOX, FUTUREADY 401(K), IDA WEALTH, INTELLIGENCE DRIVEN INSURANCE SOLUTIONS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Carlsbad, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299589
- AdvisorCensus page: https://advisorcensus.com/firm/intelligence-driven-advisers-llc-carlsbad-ca-299589

## Quick answers

**How is Intelligence Driven Advisers, LLC compensated?**
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).

**How much does Intelligence Driven Advisers, LLC charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Flat fee: $2,500 to $10,000 (Financial planning and Consulting); Hourly rate: $175 to $675 an hour (Financial planning and Consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Intelligence Driven Advisers, LLC located?**
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).

**Is Intelligence Driven Advisers, LLC registered with the SEC or a state?**
Intelligence Driven Advisers, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 299589.

**How much does Intelligence Driven Advisers, LLC manage?**
Intelligence Driven Advisers, LLC reports $881,932,987 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Intelligence Driven Advisers, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Intelligence Driven Advisers, LLC serve?**
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).

**Which custodians does Intelligence Driven Advisers, LLC use?**
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.

**Does Intelligence Driven Advisers, LLC report any disciplinary disclosures?**
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

**What changed in Intelligence Driven Advisers, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 13 to 11.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Flat fee: $2,500 to $10,000 (Financial planning and Consulting)

> Fixed fees generally range from $2,500 to $10,000, and hourly rates range from $175 to $675.

- Hourly rate: $175 to $675 an hour (Financial planning and Consulting)

> Fees are typically charged as either a one-time fixed fee or an hourly rate. Fixed fees generally range from $2,500 to $10,000, and hourly rates range from $175 to $675.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $881,932,987
- Discretionary: $881,932,987
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 228 | $70,482,151 |
| High net worth individuals | 421 | $771,106,729 |
| Investment companies | 1 | $29,500,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $5,510,692 |
| Charitable organizations | 2 | $891,025 |
| Corporations or other businesses not listed above | 4 | $4,442,390 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2018 (7 years)
- Employees: 22 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, LA, NE, NV, TX, UT, VA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Murrieta, CA

### Websites listed on Form ADV (Item 1.I)
- [financialdetox.com](https://financialdetox.com)
- [idawealth.com](https://idawealth.com)
- [plus.google.com/110642924824556661527](https://plus.google.com/110642924824556661527)
- [wealthmanagementcarlsbad.com](https://wealthmanagementcarlsbad.com)
- Facebook @FINANCIALDETOX
- Facebook @IDAWEALTH
- Instagram @IDAWEALTH
- LinkedIn @IDAWEALTH
- X @FINANCIALDETOX

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $762,256,175 | 19 | March 31, 2021 |
| October 2022 | $849,587,492 | 21 | March 29, 2022 |
| October 2023 | $808,750,362 | 21 | July 27, 2023 |
| October 2024 | $977,894,615 | 17 | September 26, 2024 |
| October 2025 | $828,210,292 | 24 | March 28, 2025 |
| October 2026 | $881,932,987 | 22 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 13 to 11.

### January 2026
- 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.

### December 2025
- Registered or notice-filed in NV.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Intelligence Driven Advisers, LLC (CRD 299589): Form ADV filing data as of October 2026.