FLYWHEEL PRIVATE WEALTH LLC
CRD #325690 SEC #801-127620 LOS ALTOS, CA 650-229-8782
SEC Registered
Total AUM
$337.9M
Discretionary
$281.9M
Employees
2
Clients
0
Accounts
291
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $337.9M | $281.9M | $56M | 2 | 0 |
| Mar 2024 | $290.5M | $258.5M | $32M | 2 | 0 |
| Oct 2023 | $264.2M | $234.6M | $29.5M | 2 | 0 |
| Jul 2023 | $264.2M | $234.6M | $29.5M | 2 | 0 |
| Apr 2023 | $0 | $0 | $0 | 1 | 0 |
| Mar 2023 | $0 | $0 | $0 | 1 | 0 |
DateJan 2025
Total AUM$337.9M
Discretionary$281.9M
Non-Disc.$56M
Employees2
Clients0
DateMar 2024
Total AUM$290.5M
Discretionary$258.5M
Non-Disc.$32M
Employees2
Clients0
DateOct 2023
Total AUM$264.2M
Discretionary$234.6M
Non-Disc.$29.5M
Employees2
Clients0
DateJul 2023
Total AUM$264.2M
Discretionary$234.6M
Non-Disc.$29.5M
Employees2
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0