Intelligence Driven Advisers, LLC
● SEC registered since 2018CRD 299589SEC# 801-114418Carlsbad, CA
Reg. AUM
$881.9M
Employees
22
Accounts
659
Location
Carlsbad, CA
Intelligence Driven Advisers, LLC assets under management
Intelligence Driven Advisers, LLC is an investment advisory firm registered with the SEC based in Carlsbad, CA. The firm has been registered since 2018. It reports $881.9 million in regulatory assets under management and employs 22 people.
Intelligence Driven Advisers, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alex Klingensmith Control | President | Under 5% | 2018 |
| Jason Richard Labrum Control | Founder & Ceo | Under 5% | 2018 |
| Jordie Elizabeth Czapinski Control | Chief Compliance Officer | Under 5% | 2018 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Intelligence Driven Advisers, LLC manage?
Intelligence Driven Advisers, LLC reports $881.9 million in regulatory assets under management on its Form ADV.
How many employees does Intelligence Driven Advisers, LLC have?
Intelligence Driven Advisers, LLC reports 22 employees.
Where is Intelligence Driven Advisers, LLC located?
Intelligence Driven Advisers, LLC is based in Carlsbad, CA and has been SEC-registered since 2018.
Does Intelligence Driven Advisers, LLC disclose fund performance?
Intelligence Driven Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2792 Gateway Road, Carlsbad, CA 92009 |
| Phone | (888) 401-2083 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$881.9M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$881.9Mregulatory AUM
Discretionary $881.9M