FLYWHEEL PRIVATE WEALTH LLC
Adviser information for FLYWHEEL PRIVATE WEALTH LLC last updated from Form ADV on March 6th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 279 | $258.5M |
| Non-Discretionary | 15 | $32.0M |
| Total | 294 | $290.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 24 | $15.9M |
| HNW Individuals | 105 | $273.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $822,836 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 290.5M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| FLYWHEEL PRIVATE WEALTH | FLYWHEEL PRIVATE WEALTH |
Identifiers
| SEC RIA File Number | 801-127620 |
|---|---|
| SEC ERA File Number | 801-127620 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 325690 |
| Legal Entity Identifier | None |
Principal Office
4 MAIN STREETSUITE 240
LOS ALTOS
CA
United States
BY APPOINTMENT, 9AM-5PM
Tel: 650-229-8782, Fax: None
Chief Compliance Officer
BRANDON J. SMITH
MEMBER
4 MAIN STREET
SUITE 240
LOS ALTOS
CA
United States
Tel:
6502298782
B******@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SMITH, BRANDON, JOSEPH | Individual | – | CHIEF COMPLIANCE OFFICER, TRUSTEE | 04/2013 | 50-75% |
| SMITH, JAMIE, B. | Individual | – | TRUSTEE | 04/2013 | 50-75% |
| THE SMITH FAMILY TRUST UAD APRIL 08, 2013 | Domestic Entity | – | TRUST | 02/2023 | > 75% |