Samuel Wheeler has been an investment adviser representative at Intelligence Driven Advisers since April 2021, and is not listed among the firm’s executive officers or direct owners. Samuel Wheeler holds a B.S. in Business Management and Marketing from the University of Delaware.
Intelligence Driven Advisers, LLC is a Carlsbad, CA firm with $882M under management, 660 clients and 11 advisers across 2 offices, as of its March 2026 filing.
Bow Wheeler is Partner and Director of Retirement Plan Consulting of Intelligence Driven Advisers. He joined the IDA team in 2021 and has worked with individuals, families and businesses on financial planning, portfolio management and business retirement plans since 2005. His previous experience includes Vanguard, Lincoln Financial Group, MassMutual and Mutual of America.
- – present · 5 yearsCarlsbad, CA · Adviser representative · Firm CRD 299589
Investment adviser representative registrations
Samuel Wheeler is registered as an investment adviser representative in California, since April 2021.
- CaliforniaSince 7 April 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 March 2021 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 July 2019 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 3 July 2019 |
| SIE | Securities Industry Essentials Examination | 22 June 2019 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 July 2005 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Samuel Bowman Wheeler
- CRD
- 4981660
- Firm
- Intelligence Driven Advisers · CRD 299589
- Office
- 2792 GATEWAY ROAD, Carlsbad, CA 92009
- Registration
- Investment adviser registration
- In the industry since
- July 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- idawealth.com
Where does Samuel Wheeler work?
Samuel Wheeler is an investment adviser representative registered through Intelligence Driven Advisers, LLC since April 2021, and is not listed among the firm’s executive officers or direct owners.
Is Samuel Wheeler a financial advisor?
Yes. Samuel Wheeler has a current investment-adviser registration in California, through Intelligence Driven Advisers since April 2021.
How many years of experience does Samuel Wheeler have?
Samuel Wheeler has 16 years in the financial industry, since July 2010, across 1 adviser firm.
What exams has Samuel Wheeler passed?
Samuel Wheeler has passed 5 licensing exams: the Series 6, SIE, Series 6TO, Series 63 and Series 65. The earliest, the Series 6, was passed in July 2005.
Where is Samuel Wheeler based?
Samuel Wheeler’s registered office is in Carlsbad, CA.
Is Samuel Wheeler registered with FINRA?
No. Samuel Wheeler has no current broker registration.
How can I verify Samuel Wheeler’s record?
Search CRD 4981660 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Samuel Wheeler’s full registration record.
