# FLYWHEEL PRIVATE WEALTH LLC

FLYWHEEL PRIVATE WEALTH LLC of LOS ALTOS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 325690
- Type: SEC-registered investment adviser
- SEC file number: 801-127620
- Location: 4 MAIN STREET, SUITE 240, LOS ALTOS, CA, 94022
- Phone: 650-229-8782
- Latest filing: 2026-03-06
- Regulatory AUM: $415.0M
- Discretionary AUM: $349.2M
- Non-discretionary AUM: $65.8M
- Clients: 2
- Accounts: 285

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Brandon Joseph Smith | CHIEF COMPLIANCE OFFICER, TRUSTEE | — |
| Jamie B Smith | TRUSTEE | — |
| SMITH JOHN JOSEPH | CHIEF COMPLIANCE OFFICER, TRUSTEE | — |
| SMITH PHILIP B | TRUSTEE | — |
| Jamie B. Smith | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/325690/brochure
- Similar advisers: https://search.stillhousedata.com/firm/325690/similar
- Related entities: https://search.stillhousedata.com/firm/325690/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/325690

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.