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 began SEC registration in 2023. The firm operates as a capital allocator for individual and family clients, charging a percentage of assets under management. Core services listed on its ADV include financial planning, portfolio management for individuals and small businesses as well as for institutions, and the selection of third‑party advisers. The firm reports a preference for equity-oriented strategies and does not identify 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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$160M in ETFs
78%
$124M
4%
$36M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $23.8M | 102,200 | 14.91% |
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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