IDA Wealth - Intelligence Driven Advisers

I had a great experience speaking with Thomas Ohanesian at IDA Wealth. Although I ultimately did not sign up with the company, Thomas took the time to listen carefully to my situation and offered thoughtful, invaluable advice. He was professional, knowledgeable, and genuinely helpful. I highly recommend him to anyone seeking a trustworthy and insightful wealth advisor.

I just enjoyed a detailed and helpful 2025 Spring review of my financial account at IDA. As always, my advisor, Thomas Ohanesian updated me on the current status of my account and excellent suggestions for moving forward. Thomas provided clear details and answers all of my questions. Both Thomas and the entire Team at IDA Wealth are great to work with. I highly recommend them as a wealth management firm. I have relied on IDA Wealth for over 15 years to manage my financial portfolio.

I have been a client of IDA for several years now and could not be happier. They have helped me strategies for retirement, plan for the future, organize my portfolio, manage my investments and have been a great resource and comfort for us as we plan and execute our financial plan. They also helped my adult son with his investments and diversifying his portfolio. I would highly recommend them.

Having someone who you trust to oversee your financial assets is critical to the future of wealth in my family. Through IDA, specifically, Thomas Ohanesian as my advisor, I have felt confident in my children's future with his guidance. Not all families fit into the same box and Thomas has been instrumental in helping us make decisions that align with our families financial goals.

My wife and I have been working with IDA and David Reyes for over 2 years now. I have had many experiences working with financial advisors over the years and David and his team stand head and shoulders above all the rest! He is knowledgeable, highly competent and we trust him implicitly. We highly recommend David and the IDA team! Laurence Cohn, PhD

I've been a client of IDA for a very long time. During that time I've had some of the greatest advisors in the business. Currently my advisor is Thomas Ohanesian, he is an absolute professional in ever way. Everytime we meet I'm reminded how lucky I am to have such a great person looking over my financial investments. There are so many ways that Thomas exceeds expectations. I wish I could give him and IDA 10 stars instead of just 5. They absolutely deserve it.

We've been clients with IDA for over one year. The staff is always courteous and professional. Our adviser, David Reyes, is conscientious of our financial goals and he takes his fiduciary responsibilities seriously. We appreciate their client-first approach.

I have known Thomas Ohanesian for years and can confidently say he is great at what he does. Thomas always puts the needs of the client first and he is a Certified Financial Planner (CFP). He works very well with the novice investor to the most experienced investors out there. IDA Wealth also has Tax and Accounting people on staff so they can offer their clients help in any financial area. I'd recommend Thomas to anyone I know needing financial guidance.

After retiring and relocating to California, I needed a reputable local wealth management firm that could satisfy my objectives of 1. Clarity, 2. Listening Skills, 3. Ethical Standards, 4. Transparency, 5. Financial Growth. After extensive research I came across Intelligence Driven Advisers (IDA) and Mr. David Reyes in Carlsbad California. After meeting Mr. David Reyes and his dedicated team of professionals, I came to realize his ability to explain complex financial concepts in simple terms. His proficie

We have trusted Jason, Faranak, and the entire Team for years with our financial needs. Very knowledgeable, and we trust them with our future. It certainly looks bright. Shades required...on a beach somewhere, thanks to the IDA Team. Chris & Melissa P. Florida/Tennessee

Working with IDA and David Reyes has been a breeze. The team is highly knowledgeable and personable. The IDA wealth interactive webpage for clients integrates real-time tracking of all assets in one location. The IDA wealth podcasts and publications are thoughtful and timely, further underscoring their commitment to client engagement and communication.

Entrusting our personal investments with IDA has been one of the best decisions our family has made. We feel that our best financial interest is always of the utmost of importance. Each time we have met with our advisor we have been treated with nothing but respect, kindness and always a sense of calmness. We feel so valued as IDA clients.

Previously I was with a major bank financial advisor, and I am so glad I made the change to IDA Wealth. My financial advisor is Thomas Ohanesian, and I truly appreciate the comprehensive insight and advice that Thomas has provided to address my individual concerns. As an example, I have a family member with unique care requirements, and what a blessing it was when Thomas was able to recommend a Special Needs Trust Attorney to help coordinate with IDA, and develop a much needed plan. The peace of mind t

We have used the financial advisors at IDA for about 6 years now. They are an amazing organization who sincerely care about their clients. If you are looking for personalized financial planning and ongoing management you should definitely check out IDA. Their customer service is absolutely the best - and we are also very pleased with our returns.

After using a previous financial adviser and attending many ?dinners?/sales pitches from other companies, we found IDA to be very different in their approach and in doing so helped us retire early. We have used them for many years now and are very happy with them. They listen to our needs and concerns giving us clear answers to our questions. We also have gotten to know the people at IDA on a personal level, their care and concerns about our relationship gives us a feeling of being part of a family when wor

We have been working with IDA for years now and have full trust. We truly feel the company and Rob Paterson are working in our best interest. Rob is very knowledgeable and presents general information as well as our personal information in a concise manner giving clear explanations to any questions posed. We look forward to continuing to work with him.

Have been with IDA for a couple of years now. First thing that comes to mind is "peace of mind". It has been a nice shift to allow the professionals at IDA to take over the day to day management of my retirement portfolio. All of our financial goals that we set for them have been met or exceeded. They have removed that stress from my life. Additionally, the people working at IDA are personable, courteous, professional, and truly make you feel like part of the family. A top notch experience.

IDA Wealth, specifically Alex Klingensmith, has managed my mom's account for years. He's responsive, honest and patient. IDA's scenario planning is spot on on, and if we have questions he and his team are quick to reply. We also have regular check-ins that provide us all with added peace of mind. I highly recommend Alex and his team.

Diligent, professional and responsive! IDA understands the importance of establishing a plan tailored to each client's risk tolerance and helping them to stay on course. Not so easy in turbulent times. Alex, Monique and the entire IDA team have been on-point for the entire planning process. I am relieved that I have found a trustworthy group to assist with my financial needs.

We have been clients of IDA for nearly 2 years and it's one of the best decisions my husband and I have ever made. It feels like a weight has been lifted from our shoulders! Our advisor is David Reyes and we are thrilled with the support and advice he has provided. David is professional and well informed, and he has been instrumental in improving our financial standing. I highly recommend IDA!

Working with Thomas Ohanesian at IDA has been invaluable in designing our financial future and the equanimity it brings to planning. Thomas is always available to talk us down when we hear about economic downturns that may impact us. He's calm, detailed in his explanations, and assuring. We highly recommend Thomas and IDA. The service provided by all the staff has been excellent.

Since entrusting my investments to Thomas Ohanesian, I have witnessed a remarkable improvement in their performance. His ability to create customized investment strategies tailored to my specific retirement, tax, estate, and insurance planning needs has been nothing short of impressive. His approach is not just about financial gains but also about building a personal relationship that helps navigate through life?s financial challenges. Thomas?s commitment to having his clients? best interests at heart is ev

It is so reassuring to have an advisor that I trust to manage my investments. From the implementation of my plan, to quarterly check-ins, Rob Paterson has been knowledgeable and helpful, as well as patient in answering my questions. If you are seeking trustworthy, intelligent, and unbiased advice I highly recommend Rob and the team at IDA. Knowing that they act as fiduciaries means that they act in my best interest. This is especially important to me due to a prior experience with a different organizati

We've been with Alex and IDA for the last five years, in which time he has helped me bridge from career to retirement, which can be a challenging transition, especially with a global pandemic thrown in! The IDA philosophy of long term planning, trusting the data and keeping our emotions in check has been highly effective and the team at IDA are always very responsive if we have any short-term concerns or questions. I'd definitely recommend IDA to those seeking financial peace of mind in these fast changing

I have been with IDA for 6-7 years now. They were recommended by my agent at Charles Schwab to manage my nest egg since retirement. They have been the financial adviser to me and my family. I've never been confident going through this life with my financial worries being taken cared of knowledgeably. Alex K. is my contact adviser and I feel he understand and puts my wellbeing first and foremost. He is there to calm my emotions down when I feel nervous about the dwindling economy. He is there as a friend a

I can't say enough good things about working with Thomas and the IDA team for the past 4 years. He has always gone above and beyond to make sure all my financial questions were answered in a detailed, timely manner. He built an entire financial plan that included a full analysis of my company 401(k) and various employee stock plans. I feel so much better now that I have a detailed plan in place, and the pressure of making the right decision alone is gone. I wouldn't hesitate to send anyone his way because I

I previously worked with two financial advisors and was highly disappointed and fearful of trying yet another. I knew I needed professional help and glad I found IDA. IDA changed my mindset about my future financial outlook. I'm pleased with the performance (even through tough times) and more pleased with the transparency and communication of my fiduciary advisor Thomas. He is amazing and I love IDA's team approach and constant monitoring of the market and each portfolio to ensure individual goals are met

We really enjoy working with Rob and the staff at IDA. The communication is top notch: frequent, clear and professional, with a personal touch. "Update" meetings are informative, well-run and well-prepared for. With Rob's special brand of expertise and personality, we feel like well-cared for clients and know we are in good hands at IDA.

The team at IDA is professional top to bottom. Currently I am going through a rather difficult career transition, and their council, encouragement, and objective representation of current and future financial options is very helpful. I would highly recommend their services to others with investment needs, questions, or funds to activate!

As always Thomas is thoughtful, explains everything in easy to understand terms, and I'd genuinely concerned with us as individuals. I trust both his insight and his integrity!!

Myself and my family members have been a client of IDA for many years and always appreciate the level of excellent service we receive. We just recently transferred a define benefit program to David and Jason and the transition was so smooth and seamless. We also enjoy our quarterly meetings and making sure we on track for our retirement. Excellent company, excellent service and excellent people. I highly recommend their company and services.

Rob Paterson, our IDA advisor, Gives peace of mind when dealing with our retirement finances. He and his staff make one feel important and communicate promptly when we have any concerns. Rob is knowledgeable and has clear understanding of the economic landscape affecting our investments. He makes us feel comfortable and important every time we have a meeting.

We just completed a significant meeting focused on refining our post retirements plan. Was happy to see pre-work prepared from the IDA group as well as collaborative comprehensive discussions. The interaction drove follow up which was completed quickly and communicated. We like the engagement as well as the width of knowledge and investment offerings we receive with IDA. It is comforting to have confidence with our planned retirement. Thank you Jason and the team.

IDA has been a very beneficial experience for us. We joined just over a year ago and appreciate the guidance and personalized actions on our behalf. We definitely recommend this group and particularly David Reyes.

I have had the pleasure of working with David Reyes from I.D.A Wealth Management, and I couldn't be more impressed with his professionalism and genuine care for his clients. David is not only knowledgeable and experienced in financial planning, but his kindness and personable nature truly set him apart. From the very beginning, David made me feel comfortable and valued as a client. He took the time to understand my financial goals and tailored a comprehensive plan to help me achieve them. What struck me th

I have been very satisfied with my experience at IDA. My financial advisor, Thomas Ohanesain, provides a comprehensive review of my portfolio, discusses long term objectives, and is always available to answer my questions. I feel comfortable with and confident in my investment strategy.

My advisor Rob is very comfortable to work with. His easy communication style invites you to ask questions and explore options that make the experience pleasant, educational and understandable. His proactive approach has helped me set and meet my financial goals as I approach full retirement age.

IDA has been handling our financial advise for several years. Both my husband and I have complete confidence is the care IDA has given us. I highly recommend using their services.

I was recommended to speak with Thomas Ohanesian by good friends of mine. It was very relieving to find a trustworthy fiduciary. Thomas and his colleague Ashley Olson were very attentive and kind listeners, perceptive and held my home buying goals with full regard. I have a confident path forward now thanks to Thomas. Very much look forward to continuing our relationship!

Thomas was very generous with his time, the discussion was relaxed and very informative. My wife and I appreciate that he took the time to understand our situation and offered insight that was valuable to us but did nothing for his Company in the short term. I say in the short term because we do intend to engage their services in the future as a result of this interview, we will certainly look into them further.

I moved our family's investments to IDA from another advisor a few years ago and couldn't be happier. The staff is amazing. Thomas and Jason are fantastic. The communication, follow up, knowledge, investment philosophy, and RESULTS are great and I wouldn't hesitate to refer them to anyone I know.

Everyone needs a trusted financial advisor and money management services. My wife and I have been working with Rob Patterson at IDA for years and I can wholeheartedly recommend him! Trust is the key word in our relationship. He's professional, knowledgeable and takes the time to get to know us and our goals. Rob helped us put together a baseline plan for retirement, college funding and the lifestyle we desire. We review it regularly in what feels more like a social visit and consult Rob with everything

Thomas and the whole team at IDA are professional, responsive and experienced. They work with proven models but also provide flexibility based on a client's specific needs. They also have the ability to go very deep in the analysis and planning for clients if needed/desired. I'm very happy with their firm and highly recommend Thomas and IDA.

Thomas is easy to deal with and extremely knowledgeable in his profession. His end goal is to provide a game plan for his clients based on their end goal! I would highly recommend him.

It's one thing to have a mission statement and a concept for how you ultimately run your company and a complete other on how you deliver on them. IDA leadership all the way down to the staff execute at levels that will absolutely exceed the already high expectations they propose and put on themselves. We have worked closely with three firms on our own personal accounts and with our parents at the end of life, the only one of the three that had a very specific approach for what we are all going to have to

I have been working with Jason/IDA since he started his own business in 2005. Jason is an innovative, seasoned financial advisor offering successful investment strategies - outside the norm all while providing the personal attention each investor requires. Thank you Jason, IDA and staff.

Thomas, over at IDA Carlsbad, has been my rock and guiding light, especially through the last 2 years. Always kind, always available, Thomas understands fully what my needs are and what level of risk is best for my personal financial situation. He explains statement terminology and walks me through my portfolio step-by-step so I can learn and understand exactly what has happened, or is happening. GREAT results, and a great relief for me. Thank you Thomas and IDA for the peace of mind.

Excellent staff, communications, facility, website and above excellent customer service. You are treated as a highly valued client regardless of scope of portfolio and funds. Each meeting is informative and educational, the advisors are readily accessible and are very much vested in your financial future and goals. Valuable, sustaining relationships are established if you are fortunate enough to work with IDA.

We are extremely happy with our adviser Rob Paterson at Intelligence Driven Advisers. We have been with Rob for several years and happy with his advice and guidance. It treats us like we are part of his family.

We are extremely pleased with the service and commitment from our IDA team. Retirement was an easy transition knowing our savings are in good hands.

Very pleasant experience with all the IDA staff. People are well qualified in their respective field and help people who need assistance in all the matters. I had great time with them for many years

IDA is a great place to have your money managed. They are fiduciaries which means they don't make money by getting commissions on products or services they sell you. It also means they must put your interests above their own, so you know you can trust them. I have dealt with Jason Labrum (their founder) and he is very accessible, but my guy there is Thomas Ohanesian. Thomas has taken the utmost care with me, my goals, and of course my money. He follows up very consistently, but without pushing too hard

IDA Wealth Team of Jason Larum and Faranak Gott are outstanding portfolio managers who have a sound strategy for our investment goals!

Rick and Jason Labrum are excellent advisors. We have been working with them for many years. Their suggestions have always been spot on. They complete requests very quickly. We are very satisfied with their focus on excellence. Thanks to them we have moved through the ebbs and flows of the financial markets with ease. A big thank you to the entire team. Al Sue and Marsha Petrie Sue

We are so glad we found the IDA group. They are professional and responsive to our questions and needs. We trust them to help us make the best financial decisions. Love working with everyone on staff.

Always focused on my objectives and goals, this firm has served me - and my parents before me - with the utmost professionalism and investment success. My ability to accomplish my goals is the result, in large part, of the prudent and thoughtful advice of my Intelligence Driven Advisers' team.

What a wonderful experience Intelligence Driven Advisors has been in my life. True fiduciary care in life is a great blessing.

Great update meeting with Rob Paterson today?.always nice to meet in person at their beautiful office in Carlsbad..:thank you Rob for taking such good care of our future?much appreciated!

I have been with Bonnie Mosley at Intellegent Driven Advisor for several months now Bonnie made the transition simple . I am very pleased with the results and excited as we move forward with our retirement goals. Thank you Bonnie Phil & Darlene Brandt

Excellent financial planning advice. Rob Patterson was very thoughtful and had excellent advice. Highly recommend Intelligence Driven Advisers!

We have been with IDA for four years and we really trust and appreciate their work to manage our finances for us.

Jason and his team have done high quality analyses and provided advice that has resulted in a successful financil picture for me over the course of the last 10 years.

Everyone at Labrum Wealth Management is super nice and helpful. I got a life insurance policy with them years ago. Every time I call or email, they respond very quickly. Highly recommended.

Thomas O. and IDA are always helpful, timely, and give great financial advice. Would recommended to anyone!

We can't thank IDA enough for taking such good care of us in our retirement years!

Been working with Jason & Alex for many years and both of them have always been great!

Alex and team are always responsive and helpful. So far, so good!

Alex and his staff are knowledgeable , professional and empathic and have great communication skills and tools.

Great people to work with, and they actually make you money