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6128 Innovation Way, Carlsbad, CA, 92009, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 8:00 a.m. to 5:00 p.m. | |
Tue | 8:00 a.m. to 5:00 p.m. | |
Wed | 8:00 a.m. to 5:00 p.m. | |
Thu | 8:00 a.m. to 5:00 p.m. | |
Fri | 8:00 a.m. to 5:00 p.m. | |
Sat | Closed | |
Sun | Closed |
I have known Thomas Ohanesian for years and can confidently say he is great at what he does. Thomas always puts the needs of the client first and he is a Certified Financial Planner (CFP). He works very well with the novice investor to the most experienced investors out there. IDA Wealth also has Tax and Accounting people on staff so they can offer their clients help in any financial area. I'd recommend Thomas to anyone I know needing financial guidance.
I've been a client of IDA for a very long time. During that time I've had some of the greatest advisors in the business. Currently my advisor is Thomas Ohanesian, he is an absolute professional in ever way. Everytime we meet I'm reminded how lucky I am to have such a great person looking over my financial investments. There are so many ways that Thomas exceeds expectations. I wish I could give him and IDA 10 stars instead of just 5. They absolutely deserve it.
Having someone who you trust to oversee your financial assets is critical to the future of wealth in my family. Through IDA, specifically, Thomas Ohanesian as my advisor, I have felt confident in my children's future with his guidance. Not all families fit into the same box and Thomas has been instrumental in helping us make decisions that align with our families financial goals.
I just enjoyed a detailed and helpful 2025 Spring review of my financial account at IDA. As always, my advisor, Thomas Ohanesian updated me on the current status of my account and excellent suggestions for moving forward. Thomas provided clear details and answers all of my questions. Both Thomas and the entire Team at IDA Wealth are great to work with. I highly recommend them as a wealth management firm. I have relied on IDA Wealth for over 15 years to manage my financial portfolio.
We've been clients with IDA for over one year. The staff is always courteous and professional. Our adviser, David Reyes, is conscientious of our financial goals and he takes his fiduciary responsibilities seriously. We appreciate their client-first approach.
Labrum Wealth Management has a 5 star rating with 77 reviews.
Labrum Wealth Management is open now. It will close at 5:00 p.m.
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