Samuel
Wheeler
Intelligence Driven Advisers, LLC
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About this Advisor
Samuel Wheeler is a financial advisor working in Carlsbad, California who has 2 years of relevant experience. Wheeler is an advisor for Intelligence Driven Advisers, LLC. Throughout their career, Wheeler has worked at Lincoln Financial Advisors Corporation, Exton Kings Ice Hockey, Newport Beach Country Club, Capstone Partners Financial And Insurance Services, LLC, Mutual Of America Life Insurance Company, Mutual Of America Securities LLC and Intelligence Driven Advisers LLC. Wheeler holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in California. Intelligence Driven Advisers, LLC is a registered investment company that has its headquarters in Carlsbad, CA. The investment advisory business has offices in three locations and a total of 21 people on staff. It has $809 million in assets between its 1,009 accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm provides financial advisory services to six charitable organizations. Of its 1,009 client accounts, 32% belong to high-net-worth individuals who have greater than $1 million in assets. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Fees charged by financial advisors usually are based on the type of services. However, fee types billed by Intelligence Driven Advisers, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Intelligence Driven Advisers, LLC Brokerage Details
$808,750,362
21
1,009
$801,537
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Samuel Wheeler Work History
Samuel has been registered as a financial advisor for 2 years.*
Intelligence Driven Advisers LLC
Mutual Of America Life Insurance Company
Mutual Of America Securities LLC
Mutual Of America Life Insurance Company
Mutual Of America Securities LLC
Capstone Partners Financial And Insurance Services, LLC
Newport Beach Country Club
Exton Kings Ice Hockey
Lincoln Financial Advisors Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Samuel Wheeler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Intelligence Driven Advisers, LLC
Scottsdale, AZ
Carlsbad, CA
Scottsdale, AZ
Carlsbad, CA
Carlsbad, CA
Carlsbad, CA
Santa Monica, CA
Carlsbad, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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