IDA Wealth: Detailed Company Information & Corporate Profile
Contact top employees from
IDA Wealth
Summary
The business currently specializes in Financial Services area. The company has 10-50 employees. Register with SignalHire to connect with IDA Wealth employees and management.
| IDA Wealth Website | idawealth.com |
| Phone Number | (888) 401-2083 |
| Industries | |
| IDA Wealth Headquarters address | 2792 Gateway Rd, Carlsbad, California, 92009 US |
| Company 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 |
IDA Wealth Org Chart
Chief Executive Officer
C-Level
K S
Kristin Skevington
Chief Financial Officer
J C
Jordie Czapinski
Chief Operating Officer
H D
Hunter Daniel
Chief Investment Officer
Workforce Turnover
Number of employees switched from or switched to
Total employee turnover
Departmental sample breakdown
Turnover activity captured in SignalHire's departmental sample ( employees):
Length of Employment
IDA Wealth's workforce includes employees across a wide range of tenure levels.
5% have been with the company for less than 1 year21% have been with the company for 1 to 2 years11% have been with the company for 3 to 4 years32% have been with the company for 5 to 7 years16% have been with the company for 8 to 10 years16% have been with the company for more than 11 yearsContact top employees from
IDA Wealth
Alex KlingensmithPartner | President
Jason LabrumFounder & CEO
Olga IlchenkoClient Service Manager
Brian PetersonRetirement Plan Consultant
Kristin SkevingtonChief Financial Officer
Jordie CzapinskiChief Operating Officer
Darcy WadsworthPartner and Senior Wealth Adviser
Rick LabrumDirector, Wealth Adviser
Thomas OhanesianPartner & Senior Wealth Adviser
Madeline ReberTrader/Analyst
Hunter DanielChief Investment Officer
Bree PartowClient Service Manager
Danielle RamirezClient Services Manager
Patrick RogersIntern
Anders PhippenPrivate Wealth Management Intern
Cambria HackettSales & Prospecting Intern
Companies Similar to IDA Wealth
IDA Wealth Corporate Information: FAQ
IDA Wealth operates in the Finance industries. More details can be found on the official website: idawealth.com.
IDA Wealth has offices located in Carlsbad, US.
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.
IDA Wealth's revenue is approximately 14.5M.
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.
