IDA Wealth Management, also known as Intelligence Driven Advisers, LLC, is a fiduciary wealth management firm established in 2009 and rebranded in 2019. Based in the U.S., the firm operates with a client-first philosophy, focusing on academic research, behavioral coaching, and disciplined investment strategies to help clients meet their financial goals. The firm offers a range of services, including investment management, financial planning, wealth management, and retirement plan consulting. Their investment management approach emphasizes global asset allocation and low-cost investments tailored to individual financial plans. They provide comprehensive financial reviews and behavioral coaching to help clients maintain discipline in their decision-making. IDA Wealth also specializes in tax planning, estate planning, and asset protection, catering to high-net-worth individuals, businesses, and institutional investors. The team consists of over 20 professionals dedicated to delivering personalized service and expertise.