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Bennett Hampton Woodward

Investment adviser representative at Intelligent Wealth Solutions LLC
16 yearsExperience
2 statesRegistered in
CFADesignation
$961MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

16 years in the industry.

  1. Intelligent Wealth Solutions LLCApr 2019 to now
  2. Waterloo Capital ManagementAug 2016 to now
  3. Black Diamond Investment Partners LLCNov 2010 to Dec 2016

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2004

State registrations

Registered as an investment adviser representative in 2 states (GA, TX).

Intelligent Wealth Solutions LLC

$961MAssets managed
3,156Clients
6Advisers
7 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4370808
Firm CRD
300403
Advisor's SEC record (opens in a new tab)
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