Flywheel Private Wealth LLC
● SEC registered since 2023CRD 325690SEC# 801-127620Los Altos, CA
Reg. AUM
$415M
Employees
2
Accounts
285
Location
Los Altos, CA
Flywheel Private Wealth LLC assets under management
Flywheel Private Wealth LLC operates as an SEC-registered investment adviser based in Los Altos, CA. The firm has been registered since 2023. It reports $415 million in regulatory assets under management and employs 2 people.
Flywheel Private Wealth LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Joseph Smith Control | Chief Compliance Officer, Trustee | 50-75% | 2013 |
| Jamie B. Smith | Trustee | 50-75% | 2013 |
| The Smith Family Trust Uad April 08, 2013 Control | Trust | Over 75% | 2023 |
Frequently asked questions
How much does Flywheel Private Wealth LLC manage?
Flywheel Private Wealth LLC reports $415 million in regulatory assets under management on its Form ADV.
How many employees does Flywheel Private Wealth LLC have?
Flywheel Private Wealth LLC reports 2 employees.
Where is Flywheel Private Wealth LLC located?
Flywheel Private Wealth LLC is based in Los Altos, CA and has been SEC-registered since 2023.
Does Flywheel Private Wealth LLC disclose fund performance?
Flywheel Private Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4 Main Street, Suite 240, Los Altos, CA 94022 |
| Phone | 650-229-8782 |
| Office hours | 9a.m.-5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 2029680 |
| Discloses disciplinary history | No |
Regulatory AUM
$415M▲ 23%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$415Mregulatory AUM
Discretionary $349.2MNon-discretionary $65.8M