Bennett M. Wood

SURIENCE PRIVATE WEALTH LLC

YAKIMA, WA 98901

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CRD#: 8094407

Professional summary

Bennett Matthew Wood is a registered financial advisor currently at SURIENCE PRIVATE WEALTH LLC located in Yakima, Washington.

Bennett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Bennett has worked at 1 firm and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name of other business: Suncadia Resort Not-investment related Address: 3600 Suncadia Trl, Cle Elum, WA 98922 Nature of Business: Multifaceted enterprise encompassing luxury lodging, residential real estate, recreational amenities, dining, and environmental conservation. Position: Banquets Houseman, Employee Start date: February 2023 Approximate number of hours per month: 40 hours During trading hours: 0 hours Duties: ?Clear and set up rooms for events ?Help servers provide service at events ?Help guide guests throughout meeting halls

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bennett Matthew Wood's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 16, 2025 - Present

SURIENCE PRIVATE WEALTH LLC

Office #1: 402 E Yakima Ave Suite 120, Yakima, WA 98901

RIA

CRD#: 313055

YAKIMA, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SURIENCE PRIVATE WEALTH LLC

SURIENCE PRIVATE WEALTH LLC | SURIENCE STRATEGIC PLANNING

CRD#: 313055 / SEC#: 801-120656

RIA

Registered Investment Advisory firm - (3/31/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(9/10/2025)

IAR

Washington
(6/16/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/16/2025

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 5/7/2025

Securities Industry Essentials Examination

Current Firm

SURIENCE PRIVATE WEALTH LLC

SURIENCE PRIVATE WEALTH LLC | SURIENCE STRATEGIC PLANNING

CRD#: 313055 / SEC#: 801-120656

RIA

Registered Investment Advisory firm - (3/31/2021 Approved)

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Contact information

Main Address

402 E Yakima Ave Suite 120, Yakima, WA 98901

Mailing Address

Phone number

(509) 853-1597

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SURIENCE PRIVATE WEALTH FORM ADV PART 2A (6/3/2025)

SURIENCE PRIVATE WEALTH WRAP FEE BROCHURE (6/3/2025)

Regulatory assets under management

Total Number of Accounts	334
AUM (Assets Under Management)	$ 125,311,904

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Bennett M. Wood

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bennett Matthew Wood's CRS (Customer Relationship Summary).

Certified licenses

Experience

SURIENCE PRIVATE WEALTH LLC

Primary Firm SEC Registration

SURIENCE PRIVATE WEALTH LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/16/2025

SIE

Date: 5/7/2025

Current Firm

SURIENCE PRIVATE WEALTH LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SURIENCE PRIVATE WEALTH LLC

TRUST BUT VERIFY

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