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FLYWHEEL PRIVATE WEALTH LLC
CRD 325690 · SEC 801-127620
4 MAIN STREET, SUITE 240, LOS ALTOS, CA, 94022, United States
Phone
650-229-8782
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$415.0M
Discretionary AUM
$349.2M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $13.5M |
| High net worth individuals | 103 | $400.1M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD