Ida Wealth
IDA is a full time fiduciary, process-driven, independent wealth management firm focused on delivering tailored financial solutions to high net worth individuals, families, and businesses. We believe our clients deserve the absolute highest level of service along with insightful, unbiased advice free from conflicts of interest, with access to the broadest possible choice of investment and planning opportunities from which to thrive. As an independent firm with a truly open platform, we can search the globe for the best financial solutions for our clients. It's time to pursue better with Intelligence Driven Advisers.
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Verified contacts
32
available on Kipplo
LinkedIn employees
24
11 to 50 range
Open roles
—
no listings
Distinct roles
22
indexed titles
Tech stack
2
tools in use
Monthly traffic
65
organic / mo
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Decision-makers and verified team members
32 contacts with verified email or phone · masked until revealed.
- RL
Rick Labrum
Director, Wealth Adviser · Finance & Accounting
EmailPhone - KL
Kimberly Lewis
Executive Office Administrator · General Business & Management
EmailPhone - AG
Andrew Guaragno
Investment Analyst Trader · Finance & Accounting
EmailPhone - BP
Brian Peterson
Retirement Plan Consultant · Finance & Accounting
EmailPhone - RP
Rob Paterson
Wealth Adviser · Finance & Accounting
EmailPhone - BW
Bow Wheeler
Director, Retirement Plan Consulting Partner · Other
EmailPhone - DW
Darcy Wadsworth
Intelligence Driven Advisers (Ida) · Other
EmailPhone - KS
Kristin Skevington
Chief Financial Officer · Finance & Accounting
EmailPhone - OI
Olga Ilchenko
Intelligence Driven Advisers (Ida) · Other
EmailPhone
Showing 9 of 32 verified contacts
Top roles at Ida Wealth
22 distinct titles indexed · top 10 shown.
- 5intelligence driven advisers (ida)
- 4wealth adviser
- 2associate wealth adviser
- 1, -
- 1chief executive
- 1chief financial officer
- 1chief operating officer
- 1client service manager
- 1client services associate
- 1client services manager
- +12more titles
Sign up to unlock all 32 contacts at Ida Wealth
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