Flywheel Private Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, estate planning, insurance, philanthropic planning, and tax planning.
Flywheel Private Wealth reports 121 clients. They include 103 high-net-worth individuals and 18 individual clients. Of its assets, 84.1% ($349M across 265 accounts) are managed with discretion; $65.8M across 20 accounts are not. A wrap fee program the firm both sponsors and manages holds $414M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 15% | 3% |
| High-net-worth individuals | 85% | 96% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 18 | $13.5M | 3.3% | $752K |
| High-net-worth individuals | 103 | $400M | 96.4% | $3.88M |
| Corporations and other businesses | Fewer than 5 | $1.34M | 0.3% | — |
| Total | 121 | $415M | 100% | — |
- Clients
- 18
- Regulatory AUM
- $13.5M
- AUM share
- 3.3%
- Avg. per client
- $752K
- Clients
- 103
- Regulatory AUM
- $400M
- AUM share
- 96.4%
- Avg. per client
- $3.88M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.34M
- AUM share
- 0.3%
- Avg. per client
- —
Total
- Clients
- 121
- Regulatory AUM
- $415M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Flywheel Private Wealth charges up to 1.50% a year for its Wealth Management Services. The fee is billed in advance and is negotiable.
Fee details and sources
The Smith Family Trust Uad April 08, 2013 owns 75% or more of Flywheel Private Wealth. The leadership team of Flywheel Private Wealth includes Chief Compliance Officer Brandon Smith. It has 2 employees, 1 of them in advisory roles.
Staff
- 2 employees
- 1 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Flywheel Private Wealth LLC
The Smith Family Trust Uad April 08, 2013
Control person · since February 2023
- Owns 50% to 75% of Flywheel Private Wealth LLC
Brandon Smith
Control person · since April 2013
- Owns 50% to 75% of Flywheel Private Wealth LLC
Jamie Smith
since April 2013
Flywheel Private Wealth’s regulatory assets grew 1.6× from $264M (July 2023) to $415M (March 2026); clients fell from 136 to 121 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $415M | 121 | 2 | 1 |
| Jan 2025January 2025 | $338M | 122 | 2 | 1 |
| Mar 2024March 2024 | $290M | 129 | 2 | 1 |
| Jul 2023July 2023 | $264M | 136 | 2 | 1 |
Besides its headquarters, Flywheel Private Wealth has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 4 Main Street, Suite 240, Los AltosHQ
Contact and registration details
- Legal name
- Flywheel Private Wealth LLC
- Headquarters
- 4 Main Street, Suite 240, Los Altos, CA 94022
- Website
- flywheelpw.com
- Phone
- 650-229-8782
- @flywheel-private-wealth
- SEC file
- 801-127620
- Structure
- California LLC
- Fiscal year end
- December
Flywheel Private Wealth’s named custodian for separately managed accounts is Wells Fargo Clearing Services ($414M). Flywheel Private Wealth has custody of $9.16M for 4 clients.
- Wells Fargo Clearing ServicesWells Fargo Clearing Services, LLC · St. Louis, MO · $414M100%
At year end, Flywheel Private Wealth’s separately managed accounts were mostly in stocks (69%) and funds (27%). Its reported 13F holdings for the quarter ended 30 June 2026 total $203M across 109 positions; the largest are Vanguard Specialized Funds (12.0%), Quanta Svcs Inc. (11.0%) and iShares TR (8.0%).
What the accounts hold
- Stocks69%
- Funds27%
- Bonds3%
- Cash1%
How many clients does Flywheel Private Wealth have?
Flywheel Private Wealth has 121 clients and manages $415 million for them, as of March 2026. They include 103 high-net-worth individuals and 18 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 March 2026
What services does Flywheel Private Wealth offer?
Flywheel Private Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Flywheel Private Wealth charge?
Flywheel Private Wealth charges up to 1.50% a year for its Wealth Management Services. The fee is billed in advance and is negotiable.
Source: FLYWHEEL PRIVATE WEALTH ADV PART 2A, filed 6 March 2026
Which custodians does Flywheel Private Wealth use?
Flywheel Private Wealth’s separately managed account assets are held at Wells Fargo Clearing Services, LLC (St. Louis, MO), with $414M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 March 2026
How many financial advisors does Flywheel Private Wealth have?
Flywheel Private Wealth has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Flywheel Private Wealth invest in?
At the end of its last fiscal year, Flywheel Private Wealth’s separately managed accounts held 69% exchange-traded equities, 27% registered funds (mutual funds, ETFs, BDCs), 3% U.S. government and agency bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Flywheel Private Wealth?
Flywheel Private Wealth’s direct owners are Brandon Smith (50% to 75%), Jamie Smith (50% to 75%) and the Smith Family Trust Uad April 08, 2013 (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 March 2026
How does Flywheel Private Wealth get paid?
Flywheel Private Wealth is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Flywheel Private Wealth?
Flywheel Private Wealth’s main office is at 4 Main Street, Suite 240, Los Altos, CA 94022. Its phone number is 650-229-8782. Its website is flywheelpw.com.