FLYWHEEL PRIVATE WEALTH LLC

LOS ALTOS, California·2 registered advisors·CRD# 325690
SEC# 801-1276200650-229-8782
01

Firm Overview

AUM
$290M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at FLYWHEEL PRIVATE WEALTH LLC

2 registered advisors
Brandon Joseph Smith
LOS ALTOS, California
Jamie B. Smith
LOS ALTOS, California
05

Office Locations

LOS ALTOS, California
2 advisors

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Data sourced from SEC Form ADV filings. FLYWHEEL PRIVATE WEALTH LLC (CRD# 325690) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.