Samuel Bowman Wheeler
Investment adviser representative at Intelligence Driven Advisers, LLC
10 yearsExperience
1 stateRegistered in
$881.9MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Intelligence Driven Advisers, LLCApr 2021 to now
- Mutual of America Life Insurance CompanyJun 2019 to Apr 2021
- Mutual of America Securities LLC.Jun 2019 to Apr 2021
- Capstone Partners Financial and Insurance Services, LLCNov 2018 to May 2019
- Newport Beach Country ClubOct 2016 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Intelligence Driven Advisers, LLC
$881.9MAssets managed
660Clients
16Advisers
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
- 4981660
- Firm CRD
- 299589