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IDA Wealth - Intelligence Driven AdvisersFinancial advisor in Carlsbad, CA

IDA Wealth - Intelligence Driven Advisers is a financial advisor at 2792 Gateway Rd, Carlsbad, CA 92009, ranked #4 of 256 financial advisors in Carlsbad and rated 5.0 from 131 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Carlsbad, CAUpdated 0 paid placements in any rankingHow we rank

Call (888) 766-0091Website ↗

Key facts

Key facts about IDA Wealth - Intelligence Driven Advisers
Address2792 Gateway Rd, Carlsbad, CA 92009Get directions
Phone(888) 766-0091
Websiteidawealth.com
HoursMonday to Friday: 8 AM – 4 PM
Google rating5.0 from 131 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Carlsbad and 11 towns within 25 miles: San Marcos, Vista, Encinitas, Oceanside, Escondido, Solana Beach, Camp Pendleton South, Rancho Penasquitos, Mira Mesa, Poway and Fallbrook.

Based in Carlsbad, CAView on map

Opening hours

Opening hours for IDA Wealth - Intelligence Driven Advisers
DayHours
Monday8 AM – 4 PM
Tuesday8 AM – 4 PM
Wednesday8 AM – 4 PM
Thursday8 AM – 4 PM
Friday8 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about IDA Wealth - Intelligence Driven Advisers

How is IDA Wealth - Intelligence Driven Advisers ranked in Carlsbad?

IDA Wealth - Intelligence Driven Advisers is ranked #4 of 256 financial advisors in Carlsbad by RFA Score, with 73 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are IDA Wealth - Intelligence Driven Advisers’ hours?

IDA Wealth - Intelligence Driven Advisers is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does IDA Wealth - Intelligence Driven Advisers serve?

Serves Carlsbad and 11 towns within 25 miles: San Marcos, Vista, Encinitas, Oceanside, Escondido, Solana Beach, Camp Pendleton South, Rancho Penasquitos, Mira Mesa, Poway and Fallbrook. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about IDA Wealth - Intelligence Driven Advisers?

IDA Wealth - Intelligence Driven Advisers has a rating of 5.0 from 131 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact IDA Wealth - Intelligence Driven Advisers?

Call IDA Wealth - Intelligence Driven Advisers on (888) 766-0091. The business is at 2792 Gateway Rd, Carlsbad, CA 92009. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

IDA Wealth - Intelligence Driven Advisers compared with nearby businesses
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IDA Wealth - Intelligence Driven Advisers (this business)—735.0 (131)NoNo
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Deferred.com (Formerly Plenti Financial)#3735.0 (144)YesYes4.7 mi
Accredited Debt Relief#5734.8 (14,445)YesYes17.6 mi

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