| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Joseph Smith Control | Chief Compliance Officer, Trustee | 50-75% | 2013 |
| Jamie B. Smith | Trustee | 50-75% | 2013 |
| The Smith Family Trust Uad April 08, 2013 Control | Trust | Over 75% | 2023 |
Flywheel Private Wealth LLC reports $415 million in regulatory assets under management on its Form ADV.
Flywheel Private Wealth LLC reports 2 employees.
Flywheel Private Wealth LLC is based in Los Altos, CA and has been SEC-registered since 2023.
Flywheel Private Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4 Main Street, Suite 240, Los Altos, CA 94022 |
| Phone | 650-229-8782 |
| Office hours | 9a.m.-5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 2029680 |
| Discloses disciplinary history | No |
| Discretionary | $349.2M |
| Non-discretionary | $65.8M |
| Total (RAUM) | $415M |