INTELLIGENCE DRIVEN ADVISERS, LLC
CRD #299589 SEC #801-114418 CARLSBAD, CA (888) 401-2083
SEC Registered
Total AUM
$828.2M
Discretionary
$828.2M
Employees
24
Clients
251
Accounts
879
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $828.2M | $828.2M | $0 | 24 | 88 |
| Sep 2025 | $828.2M | $828.2M | $0 | 24 | 88 |
| Mar 2025 | $828.2M | $828.2M | $0 | 24 | 88 |
| Sep 2024 | $977.9M | $977.9M | $0 | 17 | 76 |
| Mar 2024 | $977.9M | $977.9M | $0 | 18 | 76 |
| Jul 2023 | $808.8M | $808.8M | $0 | 21 | 83 |
| May 2023 | $808.8M | $808.8M | $0 | 21 | 83 |
| Mar 2023 | $808.8M | $808.8M | $0 | 21 | 83 |
| Mar 2022 | $849.6M | $849.6M | $0 | 21 | 58 |
| Mar 2021 | $762.3M | $762.3M | $0 | 19 | 57 |
| Jun 2020 | $630.2M | $630.2M | $0 | 20 | 62 |
| Mar 2020 | $630.2M | $630.2M | $0 | 20 | 62 |
| Sep 2019 | $536.3M | $536.3M | $0 | 19 | 68 |
| May 2019 | $536.3M | $536.3M | $0 | 19 | 68 |
| Apr 2019 | $536.3M | $536.3M | $0 | 19 | 68 |
| Feb 2019 | $536.3M | $536.3M | $0 | 19 | 68 |
DateDec 2025
Total AUM$828.2M
Discretionary$828.2M
Non-Disc.$0
Employees24
Clients88
DateSep 2025
Total AUM$828.2M
Discretionary$828.2M
Non-Disc.$0
Employees24
Clients88
DateMar 2025
Total AUM$828.2M
Discretionary$828.2M
Non-Disc.$0
Employees24
Clients88
DateSep 2024
Total AUM$977.9M
Discretionary$977.9M
Non-Disc.$0
Employees17
Clients76
DateMar 2024
Total AUM$977.9M
Discretionary$977.9M
Non-Disc.$0
Employees18
Clients76
DateJul 2023
Total AUM$808.8M
Discretionary$808.8M
Non-Disc.$0
Employees21
Clients83
DateMay 2023
Total AUM$808.8M
Discretionary$808.8M
Non-Disc.$0
Employees21
Clients83
DateMar 2023
Total AUM$808.8M
Discretionary$808.8M
Non-Disc.$0
Employees21
Clients83
DateMar 2022
Total AUM$849.6M
Discretionary$849.6M
Non-Disc.$0
Employees21
Clients58
DateMar 2021
Total AUM$762.3M
Discretionary$762.3M
Non-Disc.$0
Employees19
Clients57
DateJun 2020
Total AUM$630.2M
Discretionary$630.2M
Non-Disc.$0
Employees20
Clients62
DateMar 2020
Total AUM$630.2M
Discretionary$630.2M
Non-Disc.$0
Employees20
Clients62
DateSep 2019
Total AUM$536.3M
Discretionary$536.3M
Non-Disc.$0
Employees19
Clients68
DateMay 2019
Total AUM$536.3M
Discretionary$536.3M
Non-Disc.$0
Employees19
Clients68
DateApr 2019
Total AUM$536.3M
Discretionary$536.3M
Non-Disc.$0
Employees19
Clients68
DateFeb 2019
Total AUM$536.3M
Discretionary$536.3M
Non-Disc.$0
Employees19
Clients68