This profile has not been claimed by the business owner or representative.
Claim this business 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 |
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.
After retiring and relocating to California, I needed a reputable local wealth management firm that could satisfy my objectives of 1. Clarity, 2. Listening Skills, 3. Ethical Standards, 4. Transparency, 5. Financial Growth. After extensive research I came across Intelligence Driven Advisers (IDA) and Mr. David Reyes in Carlsbad California. After meeting Mr. David Reyes and his dedicated team of professionals, I came to realize his ability to explain complex financial concepts in simple terms. His proficiency in understanding... read more
Working with IDA and David Reyes has been a breeze. The team is highly knowledgeable and personable. The IDA wealth interactive webpage for clients integrates real-time tracking of all assets in one location. The IDA wealth podcasts and publications are thoughtful and timely, further underscoring their commitment to client engagement and communication.
We have used the financial advisors at IDA for about 6 years now. They are an amazing organization who sincerely care about their clients. If you are looking for personalized financial planning and ongoing management you should definitely check out IDA. Their customer service is absolutely the best - and we are also very pleased with our returns.
Frequently asked questions about Labrum Wealth Management
How is Labrum Wealth Management rated?
Labrum Wealth Management has a 5 star rating with 74 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