Intelligence Driven Advisers, LLC

RIASEC RegisteredEst. 2018
Total AUM
$882M
Discretionary
$882M
100% of AUM
Avg account
$1.3M
Accounts
659
Employees
22
Advisory reps
17

Firm details

Headquarters
Carlsbad, California
CRD number
299589
Registered since
December 17, 2018
Website
www.idawealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI87.43%
  • Individuals7.99%
  • Investment Companies3.34%
  • Pension & Profit Sharing Plans0.62%
  • Corporations / Businesses0.5%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Intelligence Driven Advisers, LLC is an independent registered investment adviser that began SEC registration in 2018. The firm serves both individual and family clients as well as institutional accounts, delivering financial planning, portfolio management across individuals, small businesses, investment companies and institutional clients, pension consulting, and educational seminars. It also operates as an insurance broker, and charges for services via a combination of percentage-of-AUM fees, hourly billing, and fixed fees. The firm does not classify itself as an active ESG investor. Intelligence Driven Advisers was listed among the Financial Times’ Top 300 RIA Firms in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 83%, Exchange Traded Equities 6%, Cash & Cash Equivalents 6%, Private Funds 3%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%83%
  • Public Funds/Mutual Funds83%
  • Exchange Traded Equities6%
  • Cash & Cash Equivalents6%
  • Private Funds3%
  • Non-Exchange Traded Equities1%

Owners & executives

3 of 4
  • Jordie Czapinski

    Jordie Czapinski

    CCO & COOCRD 5304232

  • Kristin Skevington

    Chief Financial OfficerCRD 8066922

  • Hunter Daniel

    Hunter Daniel

    Chief Investment OfficerCRD 6377492

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Contacts

3 of 13
  • Steven Dougan

    Steven Dougan

    Associate Wealth AdvisorCRD 8082339

  • Brian Peterson

    Brian Peterson

    Sr. Client Relationship ManagerCRD 5587913

  • Brittney Partow

    Brittney Partow

    Client Services ManagerCRD 6061283

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 78

Active vs passive

$708M in ETFs

Passive

68%

$478M

Active

31%

$229M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US EQUITY MARKET ETF (DFUS)DimensionalActiveLarge Blend$105M1,279,12714.81%
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Location

Primary office

Carlsbad, CA

San Diego

Location

Carlsbad, CA

Headquartered in Carlsbad, CA, in the West of the United States.

Region
West
County
San Diego
Address
2792 Gateway Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth