This profile has not been claimed by the business owner or representative.
to update business information, get appointment requests, engage visitors with web chat, and more!
Labrum Wealth Management
- Financial Services
- Carlsbad, CA
About this business
Location details
6128 Innovation Way, Carlsbad, CA, 92009, United States
Get directions| Weekday | 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 |
We have been clients of IDA for many years and have always received excellent service. We have complete faith in their management of our accounts have consistently achieved significant returns on our investment. Our financial advisor, Thomas, is kind, considerate and takes the time to listen to us and truly understand our financial needs. He is always willing to work though a potential scenario so we can determine the best course of action. We can't say enough positive things about our experience.
I’ve had the pleasure of working with Thomas Ohanesian, Senior Wealth Advisor at IDA Wealth, and I couldn’t be more impressed with his professionalism, knowledge, and personal approach to financial advising. Thomas takes the time to truly understand his clients’ goals, priorities, and comfort levels before tailoring thoughtful, strategic solutions that align with both short-term needs and long-term objectives. What sets Thomas apart is his attention to detail, transparency, and genuine care for his clients’ success. He commu... read more
We had a great experience working with IDA Wealth. Thomas really took the time to explain all of our investment options clearly and made everything easy to understand. He was patient, knowledgeable, and always quick to answer our questions. We truly felt well taken care of and confident in our decisions — highly recommend!
I highly recommend IDA for financial services and or 401K offerings. They are highly engaged, quick to respond, go above and beyond, will do the right thing for their clients even if it isn’t at their own best interest. The gains made by them paying close attention to our portfolio has resulted in a double digit increase on our investments, even thru a tough economic time. We did not see anywhere near these gains with our last institution. It is absolutely worth your time to have a consultation with them, we've been very imp... read more
I've worked with Jason and more recently Thomas for a total of over 20 years. My portfolio has grown to a level I would never have expected. They provide excellent reports, giving as much information as I need, always willing to give more, available to answer any concerns or questions. I now have tax planning and preparation as well and love having everything all in one place.
Frequently asked questions about Labrum Wealth Management
How is Labrum Wealth Management rated?
Labrum Wealth Management has a 5 star rating with 95 reviews.
When is Labrum Wealth Management open?
Labrum Wealth Management is closed now. It will open tomorrow at 8:00 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com