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INTELLIGENCE DRIVEN ADVISERS, LLC

CARLSBAD, CA · CRD 299589 · IAPD ↗ · plus.google.com · (888) 401-2083

$881.9MRegulatory AUM
11Advisory reps
22Employees
65Clients
251-500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — INTELLIGENCE DRIVEN ADVISERS, LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
October 2024 — INTELLIGENCE DRIVEN ADVISERS, LLC shrank from 16 to 12 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.