Flywheel Private Wealth LLC
Firm details
- Headquarters
- Los Altos, California
- CRD number
- 325690
- Registered since
- April 10, 2023
- Website
- www.flywheelpw.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.42%
- Individuals3.26%
- Corporations / Businesses0.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Flywheel Private Wealth LLC is an independent, fee-based registered investment adviser that serves individual and family clients. The firm operates as a capital allocator and provides comprehensive planning and portfolio management services across individual, small business and institutional relationships. Its advisory services explicitly include financial planning, discretionary portfolio management, and the selection of third-party advisers. Flywheel charges clients on a percentage-of-AUM basis and does not present itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- Public Funds/Mutual Funds31%
- US Government Bonds4%
- Cash & Cash Equivalents2%
Contacts
3 of 3
Brandon Smith
FounderCRD 5053905
Kristen Worth
Client Service AssociateCRD 4669722
Jamie Smith
TrusteeCRD 7707890
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$156M in ETFs
77%
$120M
3%
$36M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $24.3M | 102,806 | 15.55% |
Location
Los Altos, CA
Santa Clara
Location
Los Altos, CA
Headquartered in Los Altos, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 4 Main St
- Time zone
- PT (UTC-8)
- Office locations
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