Jamie B. Smith
TrusteeFlywheel Private Wealth LLCCRD 7707890
About Jamie B. Smith
Jamie B. Smith is listed as Trustee at Flywheel Private Wealth LLC in Los Altos, CA. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Flywheel Private Wealth LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jamie B. Smith work?
Jamie B. Smith is listed as Trustee at Flywheel Private Wealth LLC on SEC Form ADV.
How much of Flywheel Private Wealth LLC does Jamie B. Smith own?
Form ADV reports a beneficial ownership band of 50-75%.
Flywheel Private Wealth LLC
| Title | Trustee |
| Ownership | 50-75% |
| Control person | No |
| Since | 2013 |