Intelligence Driven Advisers, Llc
- Regulatory AUM
- $882M
- Discretionary
- $882M
- Clients
- 660
- Avg AUM / client
- $1.3M
- Accounts
- 659
- Employees
- 22
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 228 | $70.5M | 7.99% |
| High net worth individuals | 421 | $771M | 87.4% |
| Investment companies | 1 | $29.5M | 3.34% |
| Pension and profit sharing plans | 4 | $5.5M | 0.62% |
| Charitable organizations | 2 | $891K | 0.1% |
| Corporations and other businesses | 4 | $4.4M | 0.5% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Toyota Of San Bernardino Profit Sharing 401(k) Plan Imperial Imports Inc. Dba Toyota Of San Bernardino | 2024 | |
| Certified Folder Display Service, Inc. 401(k) Profit Sharing Plan Certified Folder Display Service | 2024 | |
| Quartus Engineering 401(k) Plan Quartus Engineering Incorporated | 2024 | |
| Core Linen Services, Inc. 401(k) Plan Core Linen Services, Inc. | 2024 | |
| Quartus Engineering Employee Stock Ownership Plan Quartus Engineering, Inc. | 2024 | |
| San Diego Center For Children 403(b) Plan San Diego Center For Children | 2024 | |
| Vantage West Credit Union 401(k) Plan Vantage West Credit Union | 2024 |
People (19)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jason Richard Labrum | Founder & Ceo | CFP | Jun 2009 (17y) | ≈ 56.25% – 100% via Labrum Wealth Management, Llc |
| Alex Klingensmith | President | CFP | Nov 2018 (8y) | Less than 5% |
| Jordie Elizabeth Czapinski | Chief Compliance Officer | Nov 2018 (8y) | Less than 5% | |
| Richard Levere Labrum | Registered representative | Jan 2019 (8y) | ||
| Robert Edward Paterson | Registered representative | Jan 2019 (8y) | ||
| Samuel Bowman Wheeler | Registered representative | Apr 2021 (5y) | ||
| David Bradley Reyes | Registered representative | CFP | Jan 2022 (5y) | |
| Brian Christian Peterson | Registered representative | May 2023 (3y) | ||
| Derek Long | Registered representative | Aug 2023 (3y) | ||
| Chad Jeffrey Greenberg | Registered representative | Personal Financial Specialist | Oct 2023 (3y) | |
| Darcy Jones Wadsworth | Registered representative | CFP | Jan 2025 (2y) | |
| Thomas Ohanesian | Registered representative | Jan 2025 (2y) | ||
| Nolan Tyler Martin | Registered representative | CFP | Feb 2025 (1y) | |
| Brittney Nicole Partow | Registered representative | Jan 2026 (1y) | ||
| Marija Petrovic | Registered representative | Jan 2026 (1y) | ||
| Thomas Andrew Lombardi | Registered representative | Feb 2026 (0y) | ||
| Steven Dougan | Registered representative | Apr 2026 (0y) | ||
| Hunter Pearson Daniel | Registered representative | CFP CFA | May 2026 (0y) | |
| Madeline Reber | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Labrum Wealth Management, Llc | Majority Owner | Nov 2018 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jason Richard Labrum: 75% – 100% of Labrum Wealth Management, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (7)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Toyota Of San Bernardino Profit Sharing 401(k) Plan | Imperial Imports Inc. Dba Toyota Of San Bernardino | 404 | $10.2M | 01/01/2024 |
| Certified Folder Display Service, Inc. 401(k) Profit Sharing Plan | Certified Folder Display Service | 118 | $5.2M | 01/01/2024 |
| Quartus Engineering 401(k) Plan | Quartus Engineering Incorporated | 171 | $25.9M | 01/01/2024 |
| Core Linen Services, Inc. 401(k) Plan | Core Linen Services, Inc. | 2,385 | $7.4M | 01/01/2024 |
| Quartus Engineering Employee Stock Ownership Plan | Quartus Engineering, Inc. | 153 | $23.8M | 01/01/2024 |
| San Diego Center For Children 403(b) Plan | San Diego Center For Children | 386 | $7.3M | 01/01/2024 |
| Vantage West Credit Union 401(k) Plan | Vantage West Credit Union | 465 | $56.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.15 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $765M (87% of AUM) Mar 2026
- Fidelity Brokerage Services $212M (22% of AUM) Sep 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗