Bennett Wood has been an investment adviser representative at Surience Private Wealth since June 2025, and is not listed among the firm’s executive officers or direct owners. Bennett Wood holds a Degree in Business Administration from Central Washington University.
Surience Private Wealth LLC is a Yakima, WA firm with $124M under management, 148 clients and 2 advisers in one office, as of its May 2026 filing.
Bennett Wood is an Associate Advisor and Associate Planner at Surience Private Wealth. He joined the firm in late 2024 and supports clients with investment strategies. He helps build financial plans and also works as a Compliance Associate.
- Surience Private Wealth LLCCurrent– present · 1 yearYakima, WA · Adviser representative · Firm CRD 313055
Investment adviser representative registrations
Bennett Wood is registered as an investment adviser representative in 2 states. The first approvals date from June 2025; the most recent is Texas, in September 2025.
- TexasSince 10 September 2025
- WashingtonSince 16 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 June 2025 |
| SIE | Securities Industry Essentials Examination | 7 May 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Bennett Matthew Wood
- CRD
- 8094407
- Firm
- Surience Private Wealth · CRD 313055
- Office
- 402 E YAKIMA AVE, SUITE 120, Yakima, WA 98901
- Registration
- Investment adviser registration
- In the industry since
- June 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- surience.com
Where does Bennett Wood work?
Bennett Wood is an investment adviser representative registered through Surience Private Wealth LLC since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Bennett Wood a financial advisor?
Yes. Bennett Wood has a current investment-adviser registration in Texas and Washington, through Surience Private Wealth since June 2025.
How many years of experience does Bennett Wood have?
Bennett Wood has 1 year in the financial industry, since June 2025, across 1 adviser firm.
What exams has Bennett Wood passed?
Bennett Wood has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in May 2025.
Where is Bennett Wood based?
Bennett Wood’s registered office is in Yakima, WA.
Is Bennett Wood registered with FINRA?
No. Bennett Wood has no current broker registration.
How can I verify Bennett Wood’s record?
Search CRD 8094407 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bennett Wood’s full registration record.