Advisor at Surience Private Wealth LLC
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Firm
Surience Private Wealth LLC
Location
Yakima, WA 98901
Credentials
Series 65
Industry experience
< 1 year
Bennett Wood is a financial advisor at Surience Private Wealth LLC with a Series 65 designation and experience beginning in 2024. Prior to his current role, he held positions at Suncadia, Central Washington University, SS Steiner, Fred Meyer, and West Valley School District. Surience Private Wealth LLC provides investment management, financial planning, and retirement-plan consulting to individuals—including high net worth clients—and institutional entities. The firm uses proprietary econo-physics based mathematical models combined with qualitative analysis to manage portfolios primarily composed of equities, fixed-income securities, and ETFs within a risk-managed, trend-focused approach.
Based on Surience Private Wealth LLC
Financial planning and consulting fees typically range from $2,500 to $50,000, generally not exceeding $20,000 annually
$0 - $999,999: 1.75% $1,000,000 - $2,499,999: 1.45% $2,500,000 - $9,999,999: 1.15% $10,000,000 - $25,000,000: 0.95%
Account minimum: $2,500 minimum annual fee (can be negotiable) Minimum fee: Minimum annual fee of $2,500, billed $625 quarterly, can be waived at firm's discretion Fee-only: Fee-only basis; no commissions received by firm
402 E Yakima Ave, Suite 120
Yakima, WA 98901
Texas · Washington
Surience Private Wealth
2024 - Present (2 years)
Suncadia
2024 - 2025 (1 year)
Central Washington University
2023 - 2024 (1 year)
Suncadia
2023 - 2023 (1 year)
SS Steiner
2022 - 2022 (1 year)
Central Washington University
2021 - 2024 (3 years)
Fred Meyer
2021 - 2021 (1 year)
West Valley School District
2014 - 2021 (7 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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Series 63, Series 65
Yakima, WA
Alegria Asset Management
CFA®, Series 65
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Tieton Capital Management
CFP®, Series 66
Yakima, WA
Alegria Asset Management
CFA®, Series 65
Yakima, WA
Tieton Capital Management
Series 63, Series 65
Yakima, WA
Alegria Asset Management
CFP®, ChFC®, Series 63, Series 65
Yakima, WA
Surience Private Wealth LLC
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