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Jamie B. Smith

FLYWHEEL PRIVATE WEALTH LLC·LOS ALTOS, California
Unclaimed Profile
4 MAIN STREET, LOS ALTOS, CA 94022CRD# 7707890Firm CRD# 325690
01

About

Jamie B. 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
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# 7707890
Firm CRD# 325690
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jamie B. Smith offer?
Jamie B. Smith specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LOS ALTOS, California for a consultation.
What are Jamie B. Smith's credentials?
Jamie B. Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jamie B. Smith located?
Jamie B. 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 Jamie B. Smith charge for services?
Jamie B. 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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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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