DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

LABRUM WEALTH MANAGEMENT, LLC

CRD 150734

CARLSBAD, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2393c8a3-487e-30e1-2513-67f080938294

Data as of Dec 27, 2018 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 0
On other graphs: 0
Observed: Mar 22, 2012 to Dec 27, 2018
32 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $295MItem 5.F on the latest filing (2018-12-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $295M
Private client RAUM: $281MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 11
Advisory employees: 10
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 815
Individual clients: 648
High net worth clients: 145
Custody, client assets: $65.1M
SEC number: 801-70378
CRD: 150734
Filings on the tape: 32
First filed: Mar 22, 2012
Latest filed: Dec 27, 2018
Organised: Limited Liability Company, California

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CZAPINSKI, JORDIE, ELIZABETH	CHIEF COMPLIANCE OFFICER	Na	yes	08/2011	Mar 22, 2012	Dec 27, 2018
KLINGENSMITH, ALEX	CHIEF OPERATING OFFICER	Na	yes	04/2016	Apr 19, 2017	Dec 27, 2018
LABRUM, JASON, RICHARD	President	E	yes	09/2009	Mar 22, 2012	Dec 27, 2018

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
INTELLIGENCE DRIVEN ADVISERS, LLC	n/a	Independent wealth	$882M	Y	yes	n/a
INVICTUS REAL ESTATE PARTNERS, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Murrieta	CA	United States	3	no
BIG PINE KEY	FL	United States	2	no
FORT WORTH	TX	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2017	Mar 28, 2018	$295M	$295M	11	10	3	n/a	n/a
2016	Feb 27, 2017	$271M	$271M	10	8	n/a	n/a	n/a
2015	Mar 30, 2016	$190M	$190M	10	8	n/a	n/a	n/a
2014	Feb 9, 2015	$187M	$187M	8	7	n/a	n/a	n/a
2013	Feb 20, 2014	$214M	$163M	12	6	n/a	n/a	n/a
2012	Feb 28, 2013	$217M	$177M	9	6	n/a	n/a	n/a
2011	Mar 22, 2012	$206M	$195M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2017	$295M	$271M	8.9%	$187M	16.5%	11	10	3	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
INTELLIGENCE DRIVEN ADVISERS, LLC	8	Mar 1, 2019	Jan 12, 2026	CARLSBAD, CA	Firm absorbed	RIA to RIA	72.7%
INTELLIGENCE DRIVEN ADVISERS, LLC	2	Mar 1, 2019	Jan 1, 2025	SUMMERLAND KEY, FL	Team lift out	RIA to RIA	18.2%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SBR FINANCIAL GROUP	2	Jul 29, 2015	Aug 7, 2015	SAN DIEGO, CA	Team lift out	Other	100.0%

Relationships

Affiliated with (1)

→ INTELLIGENCE DRIVEN ADVISERS, LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Controls (3)

← LABRUM, JASON, RICHARDOwnerPRESIDENT, ownership code E, individual
Mar 22, 2012 to presentfactForm ADV
← CZAPINSKI, JORDIE, ELIZABETHOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 22, 2012 to presentfactForm ADV
← KLINGENSMITH, ALEXOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Apr 19, 2017 to presentfactForm ADV

Moved with (1)

→ INTELLIGENCE DRIVEN ADVISERS, LLCRegistered adviser8 advisors, firm absorbed, same day
Mar 1, 2019 to Jan 12, 2026factForm ADV

Registered with (15)

← Kent Allan ColwellAdvisorregistration: previous registration
Nov 7, 2017 to Mar 1, 2019factForm ADV
← KIMBERLY MARIE SURBERAdvisorregistration: previous registration
Oct 24, 2017 to Mar 1, 2019factForm ADV
← BONNIE JEAN MOSELEYAdvisorregistration: previous registration
Aug 7, 2015 to Mar 1, 2019factForm ADV
← JASON RICHARD LABRUMAdvisorregistration: previous registration
Jun 23, 2010 to Mar 1, 2019factForm ADV
← DARCY JONES WADSWORTHAdvisorregistration: previous registration
Sep 28, 2010 to Mar 1, 2019factForm ADV
← ANDREW PATRICK GRANTAdvisorregistration: previous registration
Jul 25, 2018 to Mar 1, 2019factForm ADV
← Leslie Ann ValantAdvisorregistration: previous registration
Apr 7, 2017 to Mar 1, 2019factForm ADV
← JORDIE ELIZABETH CZAPINSKIAdvisorregistration: previous registration
Sep 22, 2010 to Mar 1, 2019factForm ADV
← ROBERT EDWARD PATERSONAdvisorregistration: previous registration
Sep 12, 2017 to Mar 1, 2019factForm ADV
← ALEX KLINGENSMITHAdvisorregistration: previous registration
Sep 17, 2012 to Mar 1, 2019factForm ADV
← Thomas OhanesianAdvisorregistration: previous registration
Jan 1, 2017 to Mar 1, 2019factForm ADV
← JEFFREY RAY LUNGAdvisorregistration: previous registration
Dec 7, 2017 to Mar 12, 2018factForm ADV
← Christopher SyktichAdvisorregistration: previous registration
Aug 7, 2015 to Jan 2, 2018factForm ADV
← Travis O'Dell TullockAdvisorregistration: previous registration
Aug 16, 2016 to Aug 11, 2017factForm ADV
← Suzan Michelle HallAdvisorregistration: previous registration
Jun 18, 2014 to Dec 17, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2393c8a3-487e-30e1-2513-67f080938294
First observed: Mar 22, 2012
Last observed: Dec 27, 2018 94 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LABRUM WEALTH MANAGEMENT, LLC

CRD 150734

CARLSBAD, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2393c8a3-487e-30e1-2513-67f080938294

Data as of Dec 27, 2018 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:13 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CZAPINSKI, JORDIE, ELIZABETH

CHIEF COMPLIANCE OFFICER

yes

08/2011

Mar 22, 2012

Dec 27, 2018

KLINGENSMITH, ALEX

CHIEF OPERATING OFFICER

yes

04/2016

Apr 19, 2017

Dec 27, 2018

LABRUM, JASON, RICHARD

President

yes

09/2009

Mar 22, 2012

Dec 27, 2018

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

INTELLIGENCE DRIVEN ADVISERS, LLC

n/a

Independent wealth

$882M

yes

n/a

INVICTUS REAL ESTATE PARTNERS, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Murrieta

United States

BIG PINE KEY

United States

FORT WORTH

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2017

Mar 28, 2018

$295M

n/a

2016

Feb 27, 2017

$271M

n/a

2015

Mar 30, 2016

$190M

n/a

2014

Feb 9, 2015

$187M

n/a

2013

Feb 20, 2014

$214M

$163M

n/a

2012

Feb 28, 2013

$217M

$177M

n/a

2011

Mar 22, 2012

$206M

$195M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2017

$295M

$271M

8.9%

$187M

16.5%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

INTELLIGENCE DRIVEN ADVISERS, LLC

Mar 1, 2019

Jan 12, 2026

CARLSBAD, CA

Firm absorbed

RIA to RIA

72.7%

INTELLIGENCE DRIVEN ADVISERS, LLC

Mar 1, 2019

Jan 1, 2025

SUMMERLAND KEY, FL

Team lift out

RIA to RIA

18.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SBR FINANCIAL GROUP

Jul 29, 2015

Aug 7, 2015

SAN DIEGO, CA

Team lift out

Other

100.0%