IDA Wealth – Intelligence Driven Advisers

IDA Wealth - Intelligence Driven Advisers is a Financial Planner in Carlsbad, CA. The firm serves business owners, corporate leaders, accomplished professionals, and retirees with disciplined fiduciary care and long-term financial guidance. Since 2009, the company has provided integrated strategies for cash flow, retirement, estate, and insurance planning, along with research-driven investment management and private market access. The firm also offers tax planning, preparation, and filing, family office services, retirement plan consulting, and real estate advisory. IDA holds a 5.00 rating based on customer reviews, reflecting a standard of service that has earned over 100 five-star Google reviews.

Jason Labrum, CFP, AIF, founded the firm in 2009 after spending more than a decade at two of Wall Street's largest firms. The company is founder-led and employee-owned, operating with zero outside stakeholders to ensure conflict-free advice fully aligned with client interests. With over 17 years of serving clients and more than 1.4 billion dollars in assets managed across 21 states, IDA combines institutional thinking with boutique attention. The leadership team includes Alex Klingensmith, CFP, as Partner and President, and Kristin Skevington, CPA, as Chief Financial Officer. The firm maintains an in-house tax team to create efficiencies across a client's financial life and offers a unified approach for multi-generational families, aligning advisers, streamlining communication, and integrating investment strategy with tax, estate, and liquidity needs.

Located at 2792 Gateway Rd, the office sits about a quarter mile from Palomar Airport Road and El Fuerte Street. It is approximately half a mile from Pacific Ridge School and a post office, and just under half a mile from Bressi Gazebo Park.

IDA Wealth - Intelligence Driven Advisers stands out in Carlsbad for its fierce independence and integrated approach to wealth management. By maintaining zero outside stakeholders and employing an in-house tax team, the firm provides a cohesive, continuously monitored plan that evolves with the client's life, ensuring clarity and stability through every financial stage.