Intelligence Driven Advisers, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Carlsbad, CA. Its latest Form ADV filing, dated March 31, 2026, reports $882M in regulatory assets under management, 22 employees, 1 office, and 659 accounts.
Top client segmentHNWI represent 63.8% of total clients.
Top client categories% of clientsClients
1
HNWI
63.8%
421
2
Individuals
34.5%
228
3
Pension Plans
0.6%
4
4
Corporations
0.6%
4
5
Charitable
0.3%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$882Mas of March 31, 2026
Discretionary100.0%
$882M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$882M
Total Accounts659
10Y AUM Change+$882M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee30:1
10Y Employee Change+19 (+633.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.