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Advisers Who Fit Your
Assets & Ambitions

As a completely independent, employee-owned firm, every IDA strategist is financially and philosophically aligned with supporting your long-term future.

After navigating the transactional culture of traditional Wall Street mega-banks for over a decade, Jason Labrum founded IDA on a simple, singular idea: your professional success and our proactive care work together toward personal freedom. 

Our story

Built to
Pursue Better™

You deserve a financial partner who works as relentlessly to grow your wealth as you did to build it. We built IDA around a different idea — an employee-owned, fiduciary firm, because we believe successful wealth builders deserve a fundamentally different approach than one-size-fits-all advice.

17+

Years Serving Clients

$1.6+ B

Assets Under Management

21

States Served

Zero

Outside Stakeholders

Our Difference

A Concierge Experience for Your
Hard-Earned Wealth

Setting You Free to Live the Life You've Earned

Not asking “can I afford this?” is the ultimate destination for wealth builders. Our goal is to replace lingering worries with the freedom to take that trip or buy that dream car.

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Strategic Precision for Your Portfolio

We don't let software dictate your strategy. We evaluate potential trades and proactively look to uncover opportunities through daily tax-loss harvesting and proprietary tolerance band rebalancing to build lasting financial confidence.

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Premium Access to Private Markets

Go beyond the traditional stocks-and-bonds mix. We give clients direct access to institutional-grade private equity and credit — investments historically reserved for institutional investors, now available to you.

 

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Why We Spell "Adviser" with an 'E'

We spell 'Adviser' with an 'e' to reflect our strict adherence to the 1940 Investment Advisers Act — a legal mandate to put your interests first. Our employeeowned firm combines independent, fiduciary-driven advice with a deeply personal, kitchen-table approach. 

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Our History

Redefining Wealth Management
Since 2009

Jason Labrum founded Labrum Capital Advisors to provide intelligent, personalized wealth stewardship. We welcomed Jason’s clients, as well as Jordie Czapinski, Rick Labrum, and Darcy Wadsworth’s clients that fall.

Assets Under Management (AUM): $100 million

Alex Klingensmith joined the team, adding new energy and leadership to the firm’s growth trajectory.

AUM: $193 million

The firm evolved into Labrum Wealth Management, reflecting a broader perspective around intelligent capital stewardship. The team opened a new office on Innovation Way in Carlsbad.

AUM: $295 million

Introducing the Financial Detox concept codified the firm’s thought leadership. Jason Labrum began hosting a radio show on KFMB 760 AM.

AUM: $317 million

Alex Klingensmith and Jordie Czapinski became partners, marking an important step in the firm’s leadership growth. The firm also opened its Fort Worth office.

AUM: $390 million

Jason Labrum’s book, Financial Detox, was published, helping the firm’s approach to financial decision-making reach a wider audience.

AUM: $500+ million

The firm officially became Intelligence Driven Advisers (IDA), reflecting a deeper commitment to thoughtful, process-driven advice. Financial Detox radio show, debuted on AM 1170 the Answer.

AUM: $825 million

Assets Under Management crossed the $1 billion milestone.

Alex Klingensmith became President of IDA, and the launch of IDA Tax fully integrated tax planning into the firm’s expanded capabilities.

AUM: $1.25 billion

Thomas Ohanesian and Darcy Wadsworth became partners and Kristin Skevington joined the firm.

AUM: $1.14 billion

The firm moved into a new Carlsbad office on Gateway Road.

AUM: $1.33 billion

Kristin Skevington, David Reyes, Bow Wheeler, and Shanda Mansperger became partners, continuing the firm’s internal leadership development.

AUM: $1.44 billion

Our People

Vested Partners,
Invested in Your Legacy

IDA is an employee-owned firm with deep roots in research, trading, and portfolio management. We bring discipline and curiosity to investing and a long-term commitment to our clients.

Our Philosophy

Putting Your Interests First

You've earned the opportunity to finally live your best life, and retirement should be an exciting step forward, not a retreat into financial anxiety. As independent fiduciaries, we provide the proactive, protective, and personalized strategy that harnesses the market and secures your legacy. 

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My advice is always grounded in one principle — doing what’s truly in my clients’ best interests.

Thomas Ohanesian, CFP®

Partner & Senior Wealth Adviser

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A great strategy begins with understanding the whole picture — the client, their goals, and their life.

Darcy Wadsworth, CFP®

Partner & Senior Wealth Adviser

Giving Back

Advancing Our Communities
Through Intentional Action

The Pursue Better™ philosophy extends beyond portfolios and planning to shape our community impact. 

We proudly support organizations that strengthen education, broaden opportunities, and elevate the quality of life, reflecting our fundamental belief that financial success is most meaningful when it is used to empower others.

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Live Free and Pursue Better™ with IDA

Start a conversation with IDA and discover what it’s like to have a team that works as hard to protect and grow your legacy as you did to build it.

What We Do
Who We Serve
Our Firm
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DISCLOSURE

Intelligence Driven Advisers, LLC, (IDA) is an SEC registered Investment Adviser; however such registration does not imply a certain level of skill or training. The information contained on this website is general in nature and should not be construed as personalized investment, tax, or legal advice. Intelligence Driven Advisers has not taken into account the investment objectives, financial situation or particular needs of any individual investor. Investments involve risk, including the possible loss of principal. Different types of investments carry varying levels of risk, and there can be no assurance that any strategy or investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance. Asset allocation and diversification do not guarantee performance or protect against loss. Past performance is not indicative of future results. Information provided reflects Intelligence Driven Advisers’ views as of certain time periods, such views are subject to change at any point without notice.

Our firm provides links to third party articles in an effort to assist users in locating information on topics that might be of interest to them. Information presented has not been verified and is not guaranteed, nor can we attest to the accuracy of information provided. Linking to an article or web site does not constitute a representation of the services offered by our firm nor does it constitute an endorsement by Firm of the sponsors of the site or the products presented on the site. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Intelligence Driven Advisers is not responsible for the consequences of any decisions or actions taken as a result of information provided in this article and does not warrant or guarantee the accuracy or completeness of the information requested or displayed. External Links are not affiliated with Intelligence Driven Advisers, LLC. When following links, you will leave the Intelligence Driven Advisers, LLC website.

IDA Tax is an affiliate of IDA that is recommended to clients for tax services. The information presented here does not represent specific tax or legal advice, any tax or legal questions should be addressed with a tax and/or legal adviser.

Not FDIC insured, not bank guaranteed, may lose value, including loss of principal, not insured by any state or federal agency.