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| hi!! I just updated the data, let me know if anything looks off, I'll fix it! |
| Intelligence Driven Advisers LLC
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|---|---|
| CRD # | 299589 |
| SEC # | 801-114418 |
| CIK # | 0001819955 |
| AUM | $828.2 M (2025-03-28) |
| Employees | 24 (54% Investors, 0% Brokers) |
| Phone | 888-401-2083 |
| Address | 2792 Gateway Road Carlsbad, CA 92009 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 15.1 | ||
| Mastercard Inc | 2.7 | ||
| Nvidia Corp | 2.5 | ||
| Boeing Co | 2.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 432 | 72.9 |
| (b) Individuals (high net worth individuals) | 436 | 741.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 7.1 |
| (h) Charitable organizations | 2 | 0.8 |
| (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 | 7 | 5.9 |
| (n) Other | 0 | 0.0 |
| Total | 879 | 828.2 |
| By Discretionary | ||
| Discretionary | 879 | 828.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 879 | 828.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 827.7 | |
| Total | 879 | 828.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001819955] |
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|---|---|---|
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Breakwater Capital Group
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NJ | 0.8 |
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Legacy Financial Group LLC
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IA | 0.8 |
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Riskbridge Advisors LLC
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CT | 0.8 |
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Castlekeep Investment Advisors LLC
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CT | 0.8 |
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Vestia Advisors LLC
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IN | 0.8 |
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KMH Wealth Management LLC
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TX | 0.8 |
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McLean Asset Management Corporation
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VA | 0.8 |
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McRae Capital Management Inc
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NJ | 0.8 |
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Prevail Innovative Wealth Advisors LLC
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KS | 0.8 |
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Clayton Financial Services Inc
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KS | 0.8 |