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Timothy Sean Benbow

Wright Wealth LLC

Atlanta, GA

Roswell, GA

CRD 4901380

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Employer firm

Wright Wealth LLC CRD 321215

$188M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • TAX PREPARATION ASSISTANCE

From the firm’s Form ADV. Read the guides:

Current Employers
Wright Wealth Llc

Two Ballpark Center 800 Battery Avenue Se, Suite 300, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-03-19
  • GA RA
    APPROVED
    Since 2024-03-19

Branch Locations

Two Ballpark Center 800 Battery Avenue Se, Suite 300, Atlanta, GA 30339 • United States

Roswell, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Black Diamond Investment Partners, Llc Atlanta GA 05/2010 12/2016
Waterloo Capital Management Austin TX 12/2016 09/2019
Bull's Eye Investment Group, Llc Roswell GA 03/2019 09/2021
Novapoint Capital Llc Atlanta GA 09/2021 12/2023
Wright Wealth Llc Atlanta GA 02/2024 Present
  • 05/2010 → 12/2016
    Black Diamond Investment Partners, Llc
    Atlanta, GA
  • 12/2016 → 09/2019
    Waterloo Capital Management
    Austin, TX
  • 03/2019 → 09/2021
    Bull's Eye Investment Group, Llc
    Roswell, GA
  • 09/2021 → 12/2023
    Atlanta, GA
  • 02/2024 → Present
    Atlanta, GA
Previous Registrations
  • 2021-09-02 → 2024-01-23
    Atlanta, GA
  • 2019-06-07 → 2021-09-13
    Bull'S Eye Wealth Management, Llc
    Roswell, GA
  • 2016-12-16 → 2019-09-13
    Austin, TX
  • 2010-09-28 → 2016-12-31
    Black Diamond Investment Partners, Llc
    Atlanta, GA
  • 2005-08-24 → 2008-10-08
    Atlanta, GA
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-03-07
  • S66 Uniform Combined State Law Examination
    2005-03-07
Designations
  • Certified Financial Planner
Other Names
  • Tim Benbow
  • Timothy S. Benbow

View on SEC IAPD

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