FLYWHEEL PRIVATE WEALTH LLC of LOS ALTOS, CA is an SEC-registered investment adviser (CRD 325690). Regulatory assets under management: $415.0M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| 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 | — |