IDA Wealth Revenue

Financial Services • Carlsbad, California, United States • 21-50 Employees

IDA Wealth revenue & valuation

Annual revenue	$2,309,985
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$7,400,000
Total funding	No funding

Key Contacts at IDA Wealth

Jason Labrum

Founder & Ceo

Bow Wheeler

Director, Retirement Plan Consulting | Partner

David Reyes

Wealth Adviser & Director Of Financial Planning

Shanda Mansperger

Client Service Director

Richard Labrum

Director Wealth Management

Company overview

Headquarters	2792 Gateway Rd, Carlsbad, California 92009, US
Phone number	+17607075507
Website	idawealth.com
NAICS	52
Keywords	Tax Planning, Asset Management, Financial Planning, Investment Management, Retirement Income Planning, Asset Backed Lending, Company 401(K) Plans, Tax & Estate Mangement, Fiduciary Wealth Management Services
Founded	2009
Employees	21-50
Socials

IDA Wealth Email Formats

IDA Wealth uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@idawealth.com), used 84.2% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@idawealth.com	84.2%
{first name}.{last name}	john.doe@idawealth.com	10.5%
{first initial}{last name}	jdoe@idawealth.com	5.3%

About IDA Wealth

IDA is a full time fiduciary, process-driven, independent wealth management firm focused on delivering tailored financial solutions to high net worth individuals, families, and businesses. We believe our clients deserve the absolute highest level of service along with insightful, unbiased advice free from conflicts of interest, with access to the broadest possible choice of investment and planning opportunities from which to thrive. As an independent firm with a truly open platform, we can search the globe for the best financial solutions for our clients. It's time to pursue better with Intelligence Driven Advisers.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

C-Suite

Manager

Employees by Department

IDA Wealth has 18 employees across 6 departments.

Departments

Number of employees

Funding Data

IDA Wealth has never raised funding before.

IDA Wealth Tech Stack

Discover the technologies and tools that power IDA Wealth's digital infrastructure, from frameworks to analytics platforms.

Usercentrics

Cookie compliance

Vimeo

Video players

Swiper

JavaScript libraries

lit-element

JavaScript libraries

DataTables

JavaScript libraries

jQuery UI

JavaScript libraries

Google Maps

Maps

lit-html

JavaScript libraries

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Twitter Emoji

Font scripts

Frequently asked questions

IDA Wealth is located in Carlsbad, California, US.

You can reach IDA Wealth at +17607075507.

IDA Wealth generates an estimated annual revenue of $2,309,985. This revenue figure reflects the company's market position and business performance in its industry.

IDA Wealth has an estimated valuation of $7,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

IDA Wealth was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.

IDA Wealth has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at IDA Wealth

Jason Labrum

Founder & Ceo

Bow Wheeler

Director, Retirement Plan Consulting | Partner

David Reyes

Wealth Adviser & Director Of Financial Planning

Shanda Mansperger

Client Service Director

Richard Labrum

Director Wealth Management