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| Intelligence Driven Advisers LLC
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|---|---|
| CRD # | 299589 |
| SEC # | 801-114418 |
| CIK # | 0001819955 |
| AUM | 881.9 M (2026-03-31) |
| Employees | 22 (50% Investors, 0% Brokers) |
| Phone | 888-401-2083 |
| Address | 2792 Gateway Road Carlsbad, CA 92009 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 17.0 | ||
| Alphabet Inc | 2.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 228 | 70.5 |
| (b) Individuals (high net worth individuals) | 421 | 771.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 29.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 5.5 |
| (h) Charitable organizations | 2 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 4.4 |
| (n) Other | 0 | 0.0 |
| Total | 659 | 881.9 |
| By Discretionary | ||
| Discretionary | 659 | 881.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 659 | 881.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 881.9 | |
| Total | 659 | 881.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001819955] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 65 (1 non-US) |
| Serves | Institutional, Retail, Research |
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