RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 29, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
THE SMITH FAMILY TRUST UAD APRIL 08, 2013DETRUSTE Control
THE SMITH FAMILY TRUST UAD APRIL 08, 2013DETRUSTE Control
THE SMITH FAMILY TRUST UAD APRIL 08, 2013DETRUSTE Control
THE SMITH FAMILY TRUST UAD APRIL 08, 2013DETRUSTE Control
THE SMITH FAMILY TRUST UAD APRIL 08, 2013DETRUSTE Control
THE SMITH FAMILY TRUST UAD APRIL 08, 2013DETRUSTE Control
SMITH, BRANDON, JOSEPHICHIEF COMPLIANCE OFFICER, TRUSTEED Control
SMITH, BRANDON, JOSEPHICHIEF COMPLIANCE OFFICER, TRUSTEED Control
SMITH, BRANDON, JOSEPHICHIEF COMPLIANCE OFFICER, TRUSTEED Control
SMITH, BRANDON, JOSEPHICHIEF COMPLIANCE OFFICER, TRUSTEED Control
SMITH, BRANDON, JOSEPHICHIEF COMPLIANCE OFFICER, TRUSTEED Control
SMITH, BRANDON, JOSEPHICHIEF COMPLIANCE OFFICER, TRUSTEED Control
SMITH, JAMIE, B.ITRUSTEED
SMITH, JAMIE, B.ITRUSTEED
SMITH, JAMIE, B.ITRUSTEED
SMITH, JAMIE, B.ITRUSTEED
SMITH, JAMIE, B.ITRUSTEED
SMITH, JAMIE, B.ITRUSTEED

Registrations

Federal

IA
Jan 29, 2025 REGISTERED

Notice Filings (1)

CA

Address

4 MAIN STREET
SUITE 240
LOS ALTOS, CA 94022
United States
Phone: 650-229-8782