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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 9, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CZAPINSKI, JORDIE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CZAPINSKI, JORDIE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CZAPINSKI, JORDIE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CZAPINSKI, JORDIE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CZAPINSKI, JORDIE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CZAPINSKI, JORDIE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CZAPINSKI, JORDIE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CZAPINSKI, JORDIE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CZAPINSKI, JORDIE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CZAPINSKI, JORDIE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CZAPINSKI, JORDIE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CZAPINSKI, JORDIE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CZAPINSKI, JORDIE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CZAPINSKI, JORDIE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CZAPINSKI, JORDIE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CZAPINSKI, JORDIE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CZAPINSKI, JORDIE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CZAPINSKI, JORDIE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KLINGENSMITH, ALEX | I | CHIEF OPERATING OFFICER | NA | Control |
| KLINGENSMITH, ALEX | I | CHIEF OPERATING OFFICER | NA | Control |
| KLINGENSMITH, ALEX | I | CHIEF OPERATING OFFICER | NA | Control |
| KLINGENSMITH, ALEX | I | CHIEF OPERATING OFFICER | NA | Control |
| KLINGENSMITH, ALEX | I | CHIEF OPERATING OFFICER | NA | Control |
| KLINGENSMITH, ALEX | I | CHIEF OPERATING OFFICER | NA | Control |
| KLINGENSMITH, ALEX | I | CHIEF OPERATING OFFICER | NA | Control |
| KLINGENSMITH, ALEX | I | CHIEF OPERATING OFFICER | NA | Control |
| KLINGENSMITH, ALEX | I | PRESIDENT | NA | Control |
| KLINGENSMITH, ALEX | I | PRESIDENT | NA | Control |
| KLINGENSMITH, ALEX | I | PRESIDENT | NA | Control |
| KLINGENSMITH, ALEX | I | PRESIDENT | NA | Control |
| KLINGENSMITH, ALEX | I | PRESIDENT | NA | Control |
| KLINGENSMITH, ALEX | I | PRESIDENT | NA | Control |
| KLINGENSMITH, ALEX | I | PRESIDENT | NA | Control |
| KLINGENSMITH, ALEX | I | PRESIDENT | NA | Control |
| KLINGENSMITH, ALEX | I | PRESIDENT | NA | Control |
| KLINGENSMITH, ALEX | I | PRESIDENT | NA | Control |
| LABRUM, JASON, RICHARD | I | PRESIDENT | NA | Control |
| LABRUM, JASON, RICHARD | I | PRESIDENT | NA | Control |
| LABRUM, JASON, RICHARD | I | PRESIDENT | NA | Control |
| LABRUM, JASON, RICHARD | I | PRESIDENT | NA | Control |
| LABRUM, JASON, RICHARD | I | PRESIDENT | NA | Control |
| LABRUM, JASON, RICHARD | I | PRESIDENT | NA | Control |
| LABRUM, JASON, RICHARD | I | PRESIDENT | NA | Control |
| LABRUM, JASON, RICHARD | I | PRESIDENT | NA | Control |
| LABRUM, JASON, RICHARD | I | FOUNDER & CEO | NA | Control |
| LABRUM, JASON, RICHARD | I | FOUNDER & CEO | NA | Control |
| LABRUM, JASON, RICHARD | I | FOUNDER & CEO | NA | Control |
| LABRUM, JASON, RICHARD | I | FOUNDER & CEO | NA | Control |
| LABRUM, JASON, RICHARD | I | FOUNDER & CEO | NA | Control |
| LABRUM, JASON, RICHARD | I | FOUNDER & CEO | NA | Control |
| LABRUM, JASON, RICHARD | I | FOUNDER & CEO | NA | Control |
| LABRUM, JASON, RICHARD | I | FOUNDER & CEO | NA | Control |
| LABRUM, JASON, RICHARD | I | FOUNDER & CEO | NA | Control |
| LABRUM, JASON, RICHARD | I | FOUNDER & CEO | NA | Control |
| PUPILLO, JAMES, ANTHONY | I | MINORITY OWNER | NA | Control |
| PUPILLO, JAMES, ANTHONY | I | MINORITY OWNER | NA | Control |
| PUPILLO, JAMES, ANTHONY | I | MINORITY OWNER | NA | Control |
| PUPILLO, JAMES, ANTHONY | I | MINORITY OWNER | NA | Control |
| PUPILLO, JAMES, ANTHONY | I | MINORITY OWNER | NA | Control |
| PUPILLO, JAMES, ANTHONY | I | MINORITY OWNER | NA | Control |
| Skevington, Kristin | I | CFO | NA | |
| Skevington, Kristin | I | CFO | NA | |
| Skevington, Kristin | I | CFO | NA | |
| LABRUM WEALTH MANAGEMENT, LLC | DE | MAJORITY OWNER | E | Control |
| LABRUM WEALTH MANAGEMENT, LLC | DE | MAJORITY OWNER | E | Control |
| LABRUM WEALTH MANAGEMENT, LLC | DE | MAJORITY OWNER | E | Control |
| LABRUM WEALTH MANAGEMENT, LLC | DE | MAJORITY OWNER | E | Control |
| LABRUM WEALTH MANAGEMENT, LLC | DE | MAJORITY OWNER | E | Control |
| LABRUM WEALTH MANAGEMENT, LLC | DE | MAJORITY OWNER | E | Control |
| LABRUM WEALTH MANAGEMENT, LLC | DE | MAJORITY OWNER | E | Control |
| LABRUM WEALTH MANAGEMENT, LLC | DE | MAJORITY OWNER | E | Control |
| LABRUM WEALTH MANAGEMENT, LLC | DE | MAJORITY OWNER | E | Control |
| LABRUM WEALTH MANAGEMENT, LLC | DE | MAJORITY OWNER | E | Control |
| LABRUM WEALTH MANAGEMENT, LLC | DE | MAJORITY OWNER | E | Control |
| LABRUM WEALTH MANAGEMENT, LLC | DE | MAJORITY OWNER | E | Control |
| LABRUM WEALTH MANAGEMENT, LLC | DE | MAJORITY OWNER | E | Control |
| LABRUM WEALTH MANAGEMENT, LLC | DE | MAJORITY OWNER | E | Control |
| LABRUM WEALTH MANAGEMENT, LLC | DE | MAJORITY OWNER | E | Control |
| LABRUM WEALTH MANAGEMENT, LLC | DE | MAJORITY OWNER | E | Control |
| LABRUM WEALTH MANAGEMENT, LLC | DE | MAJORITY OWNER | E | Control |
| LABRUM WEALTH MANAGEMENT, LLC | DE | MAJORITY OWNER | E | Control |
| LDINTELLIGENCE ADVISORS, LLC | DE | MINORITY OWNER | B | Control |
| LDINTELLIGENCE ADVISORS, LLC | DE | MINORITY OWNER | B | Control |
| LDINTELLIGENCE ADVISORS, LLC | DE | MINORITY OWNER | B | Control |
| PUPILLO, JAMES, ANTHONY | I | MINORITY OWNER; BOARD MEMBER | B | Control |
| PUPILLO, JAMES, ANTHONY | I | MINORITY OWNER; BOARD MEMBER | B | Control |
| PUPILLO, JAMES, ANTHONY | I | MINORITY OWNER; BOARD MEMBER | B | Control |
| PUPILLO, JAMES, ANTHONY | I | MINORITY OWNER; BOARD MEMBER | B | Control |
| PUPILLO, JAMES, ANTHONY | I | MINORITY OWNER; BOARD MEMBER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LABRUM, JASON, RICHARD | I | LABRUM WEALTH MANAGEMENT, LLC | E | Control |
| LABRUM, JASON, RICHARD | I | LABRUM WEALTH MANAGEMENT, LLC | E | Control |
| LABRUM, JASON, RICHARD | I | LABRUM WEALTH MANAGEMENT, LLC | E | Control |
| LABRUM, JASON, RICHARD | I | LABRUM WEALTH MANAGEMENT, LLC | E | Control |
| LABRUM, JASON, RICHARD | I | LABRUM WEALTH MANAGEMENT, LLC | E | Control |
| LABRUM, JASON, RICHARD | I | LABRUM WEALTH MANAGEMENT, LLC | E | Control |
| LABRUM, JASON, RICHARD | I | LABRUM WEALTH MANAGEMENT, LLC | E | Control |
| LABRUM, JASON, RICHARD | I | LABRUM WEALTH MANAGEMENT, LLC | E | Control |
| LABRUM, JASON, RICHARD | I | LABRUM WEALTH MANAGEMENT, LLC | E | Control |
| LABRUM, JASON, RICHARD | I | LABRUM WEALTH MANAGEMENT, LLC | E | Control |
| LABRUM, JASON, RICHARD | I | LABRUM WEALTH MANAGEMENT, LLC | E | Control |
| LABRUM, JASON, RICHARD | I | LABRUM WEALTH MANAGEMENT, LLC | E | Control |
| LABRUM, JASON, RICHARD | I | LABRUM WEALTH MANAGEMENT, LLC | E | Control |
| LABRUM, JASON, RICHARD | I | LABRUM WEALTH MANAGEMENT, LLC | E | Control |
| LABRUM, JASON, RICHARD | I | LABRUM WEALTH MANAGEMENT, LLC | E | Control |
| LDINTELLIGENCE LLC | DE | LDINTELLIGENCE ADVISORS, LLC | E | Control |
| LDINTELLIGENCE LLC | DE | LDINTELLIGENCE ADVISORS, LLC | E | Control |
| LDINTELLIGENCE LLC | DE | LDINTELLIGENCE ADVISORS, LLC | E | Control |
| PUPILLO, JAMES, ANTHONY | I | LDINTELLIGENCE LLC | D | Control |
| PUPILLO, JAMES, ANTHONY | I | LDINTELLIGENCE LLC | D | Control |
| PUPILLO, JAMES, ANTHONY | I | LDINTELLIGENCE LLC | D | Control |
Registrations
Federal
IA
Dec 9, 2025 REGISTERED
Notice Filings (25)
AL AZ CA CO FL GA HI IA IL IN LA MI NC NE NM NV OH OR TN TX UT VA VI WA WI
Address
2792 GATEWAY ROADCARLSBAD, CA 92009
United States
Phone: (888) 401-2083