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Bennett Hampton Woodward

INTELLIGENT WEALTH SOLUTIONS LLC·AUSTIN, Texas
Series 7, Series 66CFAClean record21 years registeredINTELLIGENT WEALTH SOLUTIONS LLC
2700 VIA FORTUNA, AUSTIN, TX 78746CRD# 4370808Firm CRD# 300403

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bennett Hampton Woodward · AUSTIN, TX
Registration
CRD #4370808 · INTELLIGENT WEALTH SOLUTIONS LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

INTELLIGENT WEALTH SOLUTIONS LLC
May 2022 – present
WATERLOO CAPITAL
Dec 2016 – present
BLACK DIAMOND INVESTMENT PARTNERS, LLC
Nov 2010 – Dec 2016
ATLANTA, GA
RAYMOND JAMES & ASSOCIATES, INC.
Oct 2004 – Nov 2010
ATLANTA, GA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · October 6, 2004
Years registered · 21
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INTELLIGENT WEALTH SOLUTIONS LLC
CRD 300403 · SEC 801-114989
AUM
$277M
Regulatory assets under management
Employees
2
703 client accounts
Services offered by INTELLIGENT WEALTH SOLUTIONS LLC
Per Form ADV
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at INTELLIGENT WEALTH SOLUTIONS LLC →
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05

Frequently Asked Questions

What services does Bennett Hampton Woodward offer?
Bennett Hampton Woodward specializes in Investment Management. Contact their office in AUSTIN, Texas for a consultation.
What are Bennett Hampton Woodward's credentials?
Bennett Hampton Woodward holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Bennett Hampton Woodward located?
Bennett Hampton Woodward is based in AUSTIN, Texas, working with INTELLIGENT WEALTH SOLUTIONS LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Bennett Hampton Woodward charge for services?
Bennett Hampton Woodward's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTELLIGENT WEALTH SOLUTIONS LLC?
INTELLIGENT WEALTH SOLUTIONS LLC has approximately 2 employees and manages $277M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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