IDA Wealth - Intelligence Driven Advisers - Carlsbad, California

David S.

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.

Jen H.

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.

Matt L.

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.

Chris H.

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.

Brian T.

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.

Masoud D.

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 my needs, goals and concerns plus his strong moral compass and adherence to ethical guidelines superseded my expectations of a wealth management firm.

Mr. Reyes was exceptionally clear about his firm fees, commissions, and/or any potential conflict of interest.

Thank you, Mr. Reyes, and your team of excellent professionals at IDA for giving me the total peace of mind and making sure that my financial goals are being achieved now and in the future.

Donna C.

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.

Neil P.

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.