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Brandon Joseph Smith

FLYWHEEL PRIVATE WEALTH LLC·LOS ALTOS, California
Clean recordFLYWHEEL PRIVATE WEALTH LLC
4 MAIN STREET, LOS ALTOS, CA 94022CRD# 5053905Firm CRD# 325690

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brandon Joseph Smith · LOS ALTOS, CA
Registration
CRD #5053905 · FLYWHEEL PRIVATE WEALTH LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brandon Joseph Smith is a registered financial advisor based in LOS ALTOS, California, affiliated with FLYWHEEL PRIVATE WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FLYWHEEL PRIVATE WEALTH LLC
FLYWHEEL PRIVATE WEALTH LLC
AUM
$290M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at FLYWHEEL PRIVATE WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5053905
Firm CRD# 325690
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brandon Joseph Smith offer?
Brandon Joseph Smith specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LOS ALTOS, California for a consultation.
What are Brandon Joseph Smith's credentials?
Brandon Joseph Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brandon Joseph Smith located?
Brandon Joseph Smith is based in LOS ALTOS, California, working with FLYWHEEL PRIVATE WEALTH LLC. Their office serves clients in the LOS ALTOS metropolitan area and surrounding communities.
How does Brandon Joseph Smith charge for services?
Brandon Joseph Smith's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FLYWHEEL PRIVATE WEALTH LLC?
FLYWHEEL PRIVATE WEALTH LLC has approximately 2 employees and manages $290M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FLYWHEEL PRIVATE WEALTH LLC

Jamie B. Smith
LOS ALTOS, CA

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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