Labrum Wealth Management and LDI Advisors merge to create Intelligence…

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IDA is more than a new name. It’s an expression of our purpose and commitment to clients. ~ Jason Labrum

Intelligence Driven Advisers (IDA) is a new way to express the talent, experience and commitment of Labrum Wealth Management and LDI Advisors. The result of the merger is one of the industry’s most experienced teams helping individual, family, corporate, charitable and institutional clients through the most complex financial challenges they face.

Jason Labrum, IDA Founder and President explained, “IDA is more than a new name. It’s an expression of our purpose and our commitment to clients. We recognize that scale and capacity matter. The result of this merger helps us accomplish both, but more importantly, it allows us to focus on the quality of fiduciary service that has been core to our two groups from our inception.” He added, “After all, we are more than the sum of our parts; we are the sum of our experience.”

“We have always aspired to transform complex challenges into practical solutions. We call it ‘sophisticated simplicity’,” said IDA Founder and Managing Director Jim Pupillo, who previously led LDI Advisors. He continued, “IDA is evolving how we define and deliver excellence in financial planning and investment management."

With offices across the country, IDA offers Investment Planning and Management, Financial Planning, Tax Planning, Estate Planning, Annuities, Life Insurance, Long-term Care Insurance, 401(k), and Retirement Income Planning. The firm also has deep experience serving the institutional investment needs of Corporate, Charitable Giving and Native American Indian Nation clients.

IDA chose the less common spelling of “Advisers” in the company name as it reflects the legal definition of SEC-registered firms who provide these services. “We think that’s an important reminder to keep front and center every day as we exercise our fiduciary role in striving to help clients reach their goals,” said Jason Labrum.

About Intelligence Driven Advisors
With offices in California, Arizona, Texas and Florida, IDA offers Investment Planning and Management, Financial Planning, Tax Planning, Estate Planning, Annuities, Life Insurance, Long-term Care Insurance, 401(k), and Retirement Income Planning. The firm also has deep experience serving the institutional investment needs of Corporate, Charitable Giving and Native American Indian Nation clients. As of March 2019, the firm serves more than 1,200 clients with $800 million in assets under management. Visit us at http://www.idawealth.com.

More information on IDA’s services is in their Form ADV Part 2A, which can be found at https://www.advisorinfo.sec.gov or by calling us at (760) 707-5555.

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