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Brandon Joseph Smith

Chief Compliance Officer, TrusteeFlywheel Private Wealth LLCCRD 5053905

About Brandon Joseph Smith

Brandon Joseph Smith is listed as Chief Compliance Officer, Trustee at Flywheel Private Wealth LLC in Los Altos, CA. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Flywheel Private Wealth LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Brandon Joseph Smith work?

Brandon Joseph Smith is listed as Chief Compliance Officer, Trustee at Flywheel Private Wealth LLC on SEC Form ADV.

How much of Flywheel Private Wealth LLC does Brandon Joseph Smith own?

Form ADV reports a beneficial ownership band of 50-75%.

Flywheel Private Wealth LLC

TitleChief Compliance Officer, Trustee
Ownership50-75%
Control personYes
Since2013
View Flywheel Private Wealth LLC →