Flywheel Private Wealth LLC

Flywheel Private Wealth LLC (CRD# 325690) is a financial advisory firm headquartered in Los Altos, CA. They manage $290,470,615 in 294 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4 Main Street, Suite 240, Los Altos, CA 94022
https://www.linkedin.com/in/brandonsmith12/
By the Numbers
  • Total Assets Under Management
    290
    MILLION
  • Total Number of Accounts
    294
    ACCOUNTS
  • Average Account Value
    $987,995
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Flywheel Private Wealth LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brandon Smith, financial advisor Los Altos CA
Brandon J. Smith
CRD#: 5053905
4 Main Street, Suite 240, Los Altos, CA 94022

Brandon Smith (CRD# 5053905) is an Investment Advisor Representative working at Flywheel Private Wealth LLC in Los Altos, CA and has over 18 years of experience in the finance industry.

2
Kristen Worth, financial advisor Los Altos CA
Kristen F. Worth
CRD#: 4669722
4 Main Street, Suite 240, Los Altos, CA 94022

Kristen Worth (CRD# 4669722) is an Investment Advisor Representative working at Flywheel Private Wealth LLC in Los Altos, CA and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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