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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

INTELLIGENCE DRIVEN ADVISERS, LLC

CRD 299589

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:c6c06c97-03fe-bcab-01e3-cddbe8cae66b

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 41
Dated events: 15
On other graphs: 0
Observed: Nov 9, 2018 to Mar 31, 2026
20 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: independent wealth managerderivedprivate_client_share=0.95 fund_share=0.03 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $882MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $882M
Private client RAUM: $842MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 16
RAUM per advisor: $55.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 22
Advisory employees: 11
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 659
Individual clients: 228
High net worth clients: 421
Custody, client assets: $284M
SEC number: 801-114418
CRD: 299589
Filings on the tape: 20
First filed: Nov 9, 2018
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, DE
Website: plus.google.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ROBERT EDWARD PATERSON	n/a	CARLSBAD, CA	7	15	3	no
ALEX KLINGENSMITH	Certified Financial Planner	CARLSBAD, CA	7	14	1	no
Samuel Bowman Wheeler	n/a	CARLSBAD, CA	5	9	n/a	no
David Bradley Reyes	Certified Financial Planner	CARLSBAD, CA	4	11	n/a	no
BRIAN CHRISTIAN PETERSON	n/a	CARLSBAD, CA	3	14	n/a	no
Derek Long	n/a	Murrieta, CA \| CARLSBAD, CA	3	19	n/a	no
CHAD JEFFREY GREENBERG	Personal Financial Specialist	CARLSBAD, CA \| Englewood, CO	2	27	3	no
DARCY JONES WADSWORTH	Certified Financial Planner	Summerland Key, FL \| MURRIETA, CA \| CARLSBAD, CA	1	25	5	no
Thomas Ohanesian	n/a	CARLSBAD, CA	1	11	1	no
JORDIE ELIZABETH CZAPINSKI	n/a	CARLSBAD, CA	1	17	3	no
Brittney Nicole Partow	n/a	CARLSBAD, CA	0	14	1	no
JASON RICHARD LABRUM	Certified Financial Planner	CARLSBAD, CA	0	29	5	no
Marija Petrovic	n/a	CARLSBAD, CA	0	10	n/a	no
Steven Dougan	n/a	CARLSBAD, CA	0	14	n/a	no
HUNTER PEARSON DANIEL	Certified Financial Planner\|Chartered Financial Analyst	CARLSBAD, CA	0	12	2	no
Madeline Reber	n/a	CARLSBAD, CA	0	12	n/a	no

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	11/2018	Nov 9, 2018	Sep 26, 2024
KLINGENSMITH, ALEX	President	Na	yes	11/2018	Nov 9, 2018	Sep 26, 2024
LABRUM WEALTH MANAGEMENT, LLC	MAJORITY OWNER	E	yes	11/2018	Nov 9, 2018	Sep 26, 2024
LABRUM, JASON, RICHARD	FOUNDER & CEO	E	yes	06/2009	Nov 9, 2018	Sep 26, 2024
LABRUM, JASON, RICHARD	FOUNDER & CEO	Na	yes	11/2018	Nov 9, 2018	Sep 26, 2024

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
IDA TAX, LLC	n/a	n/a	n/a	Y	yes	n/a
INTELLIGENCE DRIVEN INSURANCE SOLUTIONS	n/a	n/a	n/a	N	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	2	no
FORT WORTH	TX	United States	2	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; showing 8 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$882M	$882M	22	11	1	n/a	n/a
2024	Mar 28, 2025	$828M	$828M	24	13	2	n/a	n/a
2023	Mar 23, 2024	$978M	$978M	18	16	3	n/a	n/a
2022	Mar 29, 2023	$809M	$809M	21	15	3	n/a	n/a
2021	Mar 29, 2022	$850M	$850M	21	14	3	n/a	n/a
2020	Mar 31, 2021	$762M	$762M	19	11	4	n/a	n/a
2019	Mar 31, 2020	$630M	$630M	20	11	4	n/a	n/a
2018	Feb 5, 2019	$536M	$536M	19	14	5	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	1	2	6.3%	0	0	0	7	7

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
2025	$882M	$828M	6.5%	$809M	2.9%	22	24	1	2

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
NEWEDGE ADVISORS	2	Sep 18, 2024	Sep 18, 2024	CARLSBAD, CA	Team lift out	RIA to ibd	15.4%
LDINTELLIGENCE LLC	2	Sep 18, 2024	May 29, 2019	CARLSBAD, CA	Team lift out	Other	15.4%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
LABRUM WEALTH MANAGEMENT, LLC	8	Mar 1, 2019	Jan 12, 2026	CARLSBAD, CA	Firm absorbed	RIA to RIA	72.7%
LABRUM WEALTH MANAGEMENT, LLC	2	Mar 1, 2019	Jan 1, 2025	SUMMERLAND KEY, FL	Team lift out	RIA to RIA	18.2%
LDINTELLIGENCE LLC	3	Feb 14, 2019	Feb 8, 2019	SCOTTSDALE, AZ	Firm absorbed	Other	75.0%

Relationships

Registered with (29)

← Madeline ReberAdvisorregistration: current employment
Jul 17, 2026 to presentfactForm ADV
← HUNTER PEARSON DANIELAdvisorregistration: current employment
May 14, 2026 to presentfactForm ADV
← Steven DouganAdvisorregistration: current employment
Apr 9, 2026 to presentfactForm ADV
← Marija PetrovicAdvisorregistration: current employment
Jan 23, 2026 to presentfactForm ADV
← JASON RICHARD LABRUMAdvisorregistration: current employment
Jan 12, 2026 to presentfactForm ADV
← Brittney Nicole PartowAdvisorregistration: current employment
Jan 9, 2026 to presentfactForm ADV
← JORDIE ELIZABETH CZAPINSKIAdvisorregistration: current employment
Apr 28, 2025 to presentfactForm ADV
← DARCY JONES WADSWORTHAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← Thomas OhanesianAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← CHAD JEFFREY GREENBERGAdvisorregistration: current employment
Oct 19, 2023 to presentfactForm ADV
← Derek LongAdvisorregistration: current employment
Aug 23, 2023 to presentfactForm ADV
← BRIAN CHRISTIAN PETERSONAdvisorregistration: current employment
May 19, 2023 to presentfactForm ADV
← David Bradley ReyesAdvisorregistration: current employment
Jan 24, 2022 to presentfactForm ADV
← Samuel Bowman WheelerAdvisorregistration: current employment
Apr 7, 2021 to presentfactForm ADV
← ROBERT EDWARD PATERSONAdvisorregistration: current employment
Jan 3, 2019 to presentfactForm ADV
← ALEX KLINGENSMITHAdvisorregistration: current employment
Jan 3, 2019 to presentfactForm ADV
← BONNIE JEAN MOSELEYAdvisorregistration: previous registration
Jan 3, 2019 to Nov 14, 2025factForm ADV
← Roderick Ryan HaysAdvisorregistration: previous registration
Mar 23, 2021 to Sep 19, 2024factForm ADV
← FRANK GESUALEAdvisorregistration: previous registration
Feb 8, 2019 to Sep 18, 2024factForm ADV
← JAMES ANTHONY PUPILLOAdvisorregistration: previous registration
Feb 8, 2019 to Sep 18, 2024factForm ADV
← DAVID BRASFIELDAdvisorregistration: previous registration
Feb 8, 2019 to Sep 18, 2024factForm ADV
← DARREN ALAN EVANSAdvisorregistration: previous registration
Feb 8, 2019 to Sep 18, 2024factForm ADV
← Larry Dean RogersAdvisorregistration: previous registration
Apr 25, 2023 to Feb 7, 2024factForm ADV
← TODD EDWARD WIERSUMAdvisorregistration: previous registration
Jan 2, 2023 to Sep 5, 2023factForm ADV
← ANDREW PATRICK GRANTAdvisorregistration: previous registration
Jan 3, 2019 to Mar 31, 2023factForm ADV
← CARI LEAMYAdvisorregistration: previous registration
Aug 11, 2020 to Aug 13, 2020factForm ADV
← KIMBERLY MARIE SURBERAdvisorregistration: previous registration
Jan 3, 2019 to Aug 16, 2019factForm ADV
← Leslie Ann ValantAdvisorregistration: previous registration
Jan 3, 2019 to Jun 11, 2019factForm ADV
← Kent Allan ColwellAdvisorregistration: previous registration
Jan 3, 2019 to Jun 5, 2019factForm ADV

Affiliated with (2)

← LDINTELLIGENCE LLCRegistered adviserother investment adviser
factForm ADV
← LABRUM WEALTH MANAGEMENT, LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Moved with (4)

← LABRUM WEALTH MANAGEMENT, LLCRegistered adviser8 advisors, firm absorbed, same day
Mar 1, 2019 to Jan 12, 2026factForm ADV
→ NEWEDGE ADVISORSRegistered adviser2 advisors, team lift out, same day
Sep 18, 2024 to Sep 18, 2024factForm ADV
→ LDINTELLIGENCE LLCRegistered adviser2 advisors, team lift out, same day
Sep 18, 2024 to May 29, 2019factForm ADV
← LDINTELLIGENCE LLCRegistered adviser3 advisors, firm absorbed, same day
Feb 14, 2019 to Feb 8, 2019factForm ADV

Controls (4)

← LABRUM WEALTH MANAGEMENT, LLCOwnerMAJORITY OWNER, ownership code E, domestic entity
Nov 9, 2018 to Sep 26, 2024factForm ADV
← LABRUM, JASON, RICHARDOwnerFOUNDER & CEO, ownership code E, individual
Nov 9, 2018 to Sep 26, 2024factForm ADV
← CZAPINSKI, JORDIE, ELIZABETHOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 9, 2018 to Sep 26, 2024factForm ADV
← KLINGENSMITH, ALEXOwnerPRESIDENT, ownership code NA, individual
Nov 9, 2018 to Sep 26, 2024factForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Nov 14, 2025
Advisor changed firm
Bonnie Jean Moseley left Intelligence Driven Advisers, Llc for Moffatt Financial Strategies (registered 2025-10-17)
Form ADVobserved 6 days ago
Occurred
Sep 26, 2024
Control person left
Anthony James Pupillo (Minority Owner) no longer on Schedule A of Intelligence Driven Advisers, Llc (listed 2024-03-23, absent 2024-09-26)
Form ADVobserved 6 days ago
Occurred
Sep 19, 2024
Advisor changed firm
Roderick Ryan Hays left Intelligence Driven Advisers, Llc for Avail Investment Partners, Llc (registered 2024-11-22)
Form ADVobserved 6 days ago
Occurred
Sep 18, 2024
Team lift-out
2 advisors left Intelligence Driven Advisers, LLC (Carlsbad, CA) for Newedge Advisors on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Sep 18, 2024
Team lift-out
2 advisors left Intelligence Driven Advisers, LLC (Carlsbad, CA) for Ldintelligence LLC on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Sep 18, 2024
Advisor changed firm
Frank Gesuale left Intelligence Driven Advisers, Llc for Newedge Advisors (registered 2024-09-18)
Form ADVobserved 6 days ago
Occurred
Sep 18, 2024
Advisor changed firm
Darren Alan Evans left Intelligence Driven Advisers, Llc for Ldintelligence Llc (registered 2019-05-29)
Form ADVobserved 6 days ago
Occurred
Sep 18, 2024
Advisor changed firm
David Brasfield left Intelligence Driven Advisers, Llc for Ldintelligence Llc (registered 2019-05-29)
Form ADVobserved 6 days ago
Occurred
Sep 18, 2024
Advisor changed firm
James Anthony Pupillo left Intelligence Driven Advisers, Llc for Newedge Advisors (registered 2024-09-18)
Form ADVobserved 6 days ago
Occurred
Feb 7, 2024
Advisor changed firm
Larry Dean Rogers left Intelligence Driven Advisers, Llc for Naviter Wealth, Llc (registered 2026-05-21)
Form ADVobserved 6 days ago
Occurred
Sep 5, 2023
Advisor changed firm
Todd Edward Wiersum left Intelligence Driven Advisers, Llc for Encompass Financial Services (registered 2024-08-01)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2023
Advisor changed firm
Andrew Patrick Grant left Intelligence Driven Advisers, Llc for Kayne Anderson Rudnick Investment Management, Llc (registered 2023-04-20)
Form ADVobserved 6 days ago
Occurred
Nov 9, 2018
First Form ADV filing
Intelligence Driven Advisers, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Show 2 bookkeeping events

Occurred
Feb 5, 2019
Intelligence Driven Advisers, Llc reported 5 offices beyond its principal office, up from 0 (2019-01-03 to 2019-02-05)
Occurred
Feb 5, 2019
Intelligence Driven Advisers, Llc reported 17 state-registered advisory representatives, up from 3 (2019-01-03 to 2019-02-05)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c6c06c97-03fe-bcab-01e3-cddbe8cae66b
First observed: Nov 9, 2018
Last observed: Mar 31, 2026 5 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.

INTELLIGENCE DRIVEN ADVISERS, LLC

CRD 299589

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:c6c06c97-03fe-bcab-01e3-cddbe8cae66b

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:48 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT EDWARD PATERSON

n/a

CARLSBAD, CA

ALEX KLINGENSMITH

Certified Financial Planner

CARLSBAD, CA

Samuel Bowman Wheeler

n/a

CARLSBAD, CA

n/a

David Bradley Reyes

Certified Financial Planner

CARLSBAD, CA

n/a

BRIAN CHRISTIAN PETERSON

n/a

CARLSBAD, CA

n/a

Derek Long

n/a

Murrieta, CA | CARLSBAD, CA

n/a

CHAD JEFFREY GREENBERG

Personal Financial Specialist

CARLSBAD, CA | Englewood, CO

DARCY JONES WADSWORTH

Certified Financial Planner

Summerland Key, FL | MURRIETA, CA | CARLSBAD, CA

Thomas Ohanesian

n/a

CARLSBAD, CA

JORDIE ELIZABETH CZAPINSKI

n/a

CARLSBAD, CA

Brittney Nicole Partow

n/a

CARLSBAD, CA

JASON RICHARD LABRUM

Certified Financial Planner

CARLSBAD, CA

Marija Petrovic

n/a

CARLSBAD, CA

n/a

Steven Dougan

n/a

CARLSBAD, CA

n/a

HUNTER PEARSON DANIEL

Certified Financial Planner|Chartered Financial Analyst

CARLSBAD, CA

Madeline Reber

n/a

CARLSBAD, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CZAPINSKI, JORDIE, ELIZABETH

CHIEF COMPLIANCE OFFICER

yes

11/2018

Nov 9, 2018

Sep 26, 2024

KLINGENSMITH, ALEX

President

yes

11/2018

Nov 9, 2018

Sep 26, 2024

LABRUM WEALTH MANAGEMENT, LLC

MAJORITY OWNER

yes

11/2018

Nov 9, 2018

Sep 26, 2024

LABRUM, JASON, RICHARD

FOUNDER & CEO

yes

06/2009

Nov 9, 2018

Sep 26, 2024

LABRUM, JASON, RICHARD

FOUNDER & CEO

yes

11/2018

Nov 9, 2018

Sep 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

IDA TAX, LLC

n/a

yes

n/a

INTELLIGENCE DRIVEN INSURANCE SOLUTIONS

n/a

yes

n/a

INVICTUS REAL ESTATE PARTNERS, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Murrieta

United States

FORT WORTH

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$882M

n/a

2024

Mar 28, 2025

$828M

n/a

2023

Mar 23, 2024

$978M

n/a

2022

Mar 29, 2023

$809M

n/a

2021

Mar 29, 2022

$850M

n/a

2020

Mar 31, 2021

$762M

n/a

2019

Mar 31, 2020

$630M

n/a

2018

Feb 5, 2019

$536M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

6.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$882M

$828M

6.5%

$809M

2.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

NEWEDGE ADVISORS

Sep 18, 2024

CARLSBAD, CA

Team lift out

RIA to ibd

15.4%

LDINTELLIGENCE LLC

Sep 18, 2024

May 29, 2019

CARLSBAD, CA

Team lift out

Other

15.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

LABRUM WEALTH MANAGEMENT, LLC

Mar 1, 2019

Jan 12, 2026

CARLSBAD, CA

Firm absorbed

RIA to RIA

72.7%

LABRUM WEALTH MANAGEMENT, LLC

Mar 1, 2019

Jan 1, 2025

SUMMERLAND KEY, FL

Team lift out

RIA to RIA

18.2%

LDINTELLIGENCE LLC

Feb 14, 2019

Feb 8, 2019

SCOTTSDALE, AZ

Firm absorbed

Other

75.0%