IDA Wealth Information
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IDA Wealth
Summary
IDA Wealth is a privately held company that has been in the industry for 17 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 25. To connect with IDA Wealth employee register on SignalHire.
Organization Website | idawealth.com |
Phone Number | (888) 401-2083 |
Industries | |
Headquarters Location | 2792 Gateway Rd, Carlsbad, California, 92009 US |
Employees Size | 10-50 employees |
Specialties | Investment Management, Financial Planning, Retirement Income Planning, Company 401(k) Plans, Asset Management, Tax & Estate Mangement, Fiduciary Wealth Management Services, Tax Planning, Asset Backed Lending |
Founded | 2009 |
Employees Turnover 1 quarter 2026
Number of employees switched from or switched to
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Number of employees by department
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Length of Employment
Employee tenure at IDA Wealth shows a diverse range of experience levels:
5% have been with the company for less than 1 year18% for 1–2 years9% for 3–4 years32% for 5–7 years18% for 8–10 years18% have over 11 years of service at IDA WealthDiscover More
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IDA Wealth
Jason Labrum
Founder & CEO
Alex Klingensmith
Partner | President
Kristi Boazman
Marketing Manager
Shanda Mansperger
Client Service Director
David Reyes
Wealth Adviser & Director of Financial Planning
Danielle Ramirez
Client Services Manager
Nolan Martin
Associate Wealth Adviser
Bree Partow
Client Service Manager
Taj Sherman
Client Service Associate
Danielle Ramirez
Client Services Manager
Olga Ilchenko
Client Service Manager
Brian Peterson
Retirement Plan Consultant
Kristin Skevington
Chief Financial Officer
Jordie Czapinski
Chief Operating Officer
Darcy Wadsworth
Partner and Senior Wealth Adviser
Rick Labrum
Director, Wealth Adviser
Thomas Ohanesian
Partner & Senior Wealth Adviser
Bingheng Lin
office assistant
Marija Petrovic
Retirement Plan Specialist
Derek Long
Wealth Adviser
Rick Labrum
Wealth Management
Ashley Olson
Client Services Associate
Rob Paterson
Wealth Adviser
Lilith Martirosyan
Tax Specialist
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FAQ
IDA Wealth operates in the Finance industries. More details can be found on the official website: idawealth.com.
The headquarters of IDA Wealth are located in Carlsbad, United States.
You can contact IDA Wealth by phone at (888) 401-2083.
IDA Wealth currently employs 10-50 people.
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