Flywheel Private Wealth LLC
Flywheel Private Wealth LLC is an SEC-registered wealth manager in Los Altos, CA with $415.0M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Flywheel Private Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 325690, SEC 801-127620, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $415.0M (2026-03-06)
- Firm type
- Wealth Manager
- Location
- Los Altos, CA
- Employees
- 2
- Clients
- 121
- CRD
- 325690
- Ownership
- THE SMITH FAMILY TRUST UAD APRIL 08, 2013; SMITH, BRANDON, JOSEPH; SMITH, JAMIE, B.
How much AUM does Flywheel Private Wealth LLC have?
Flywheel Private Wealth LLC reported $415.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Flywheel Private Wealth LLC?
Disclosed owners and executives of Flywheel Private Wealth LLC include THE SMITH FAMILY TRUST UAD APRIL 08, 2013, SMITH, BRANDON, JOSEPH, SMITH, JAMIE, B.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.