Thomas Ohanesian

INTELLIGENCE DRIVEN ADVISERS

Carlsbad, CA 92009

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CRD#: 6726993

Professional summary

Thomas Ohanesian, CFP® is a registered financial advisor currently at INTELLIGENCE DRIVEN ADVISERS, LLC located in Carlsbad, California.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Thomas has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) LWM INSURANCE SOLUTIONS; INV RELATED; 6128 INNOVATION WAY, CARLSBAD CA 92009; INSURANCE AGENCY - INSURANCE SALES; AGENT; 2018; 80 HRS/MO; 80 HRS/MO DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Ohanesian's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

January 3, 2019 - Present

INTELLIGENCE DRIVEN ADVISERS, LLC

Office #1: 2792 Gateway Road, Carlsbad, CA 92009

RIA

CRD#: 299589

Carlsbad, CA

Past

January 1, 2017 - March 1, 2019

LABRUM WEALTH MANAGEMENT, LLC

RIA

CRD#: 150734

CARLSBAD, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INTELLIGENCE DRIVEN ADVISERS, LLC

FINANCIAL DETOX | INTELLIGENCE DRIVEN INSURANCE SOLUTIONS | INTELLIGENCE DRIVEN ADVISERS, LLC | IDA WEALTH | FUTUREADY 401(K)

CRD#: 299589 / SEC#: 801-114418

RIA

Registered Investment Advisory firm - (12/17/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/3/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/28/2016

Uniform Investment Adviser Law Examination

Current Firm

INTELLIGENCE DRIVEN ADVISERS, LLC

FINANCIAL DETOX | INTELLIGENCE DRIVEN INSURANCE SOLUTIONS | INTELLIGENCE DRIVEN ADVISERS, LLC | IDA WEALTH | FUTUREADY 401(K)

CRD#: 299589 / SEC#: 801-114418

RIA

Registered Investment Advisory firm - (12/17/2018 Approved)

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Contact information

Main Address

2792 Gateway Road, Carlsbad, CA 92009

Mailing Address

Phone number

(888) 401-2083

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IDA FORM ADV PART 2A DATED SEPTEMBER 1, 2025 (9/11/2025)

Regulatory assets under management

Total Number of Accounts	879
AUM (Assets Under Management)	$ 828,210,292

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Thomas Ohanesian

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Ohanesian's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTELLIGENCE DRIVEN ADVISERS, LLC

LABRUM WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

INTELLIGENCE DRIVEN ADVISERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/28/2016

Current Firm

INTELLIGENCE DRIVEN ADVISERS, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTELLIGENCE DRIVEN ADVISERS, LLC

TRUST BUT VERIFY

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