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Jamie B. Smith

TrusteeFlywheel Private Wealth LLCCRD 7707890

About Jamie B. Smith

Jamie B. Smith is listed as 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 Jamie B. Smith work?

Jamie B. Smith is listed as Trustee at Flywheel Private Wealth LLC on SEC Form ADV.

How much of Flywheel Private Wealth LLC does Jamie B. Smith own?

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

Flywheel Private Wealth LLC

TitleTrustee
Ownership50-75%
Control personNo
Since2013