Overview
Assets Under Management: $338 million
Headquarters: LOS ALTOS, CA
High-Net-Worth Clients: 103
Average Client Assets: $3 million
Frequently Asked Questions
FLYWHEEL PRIVATE WEALTH LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #325690), FLYWHEEL PRIVATE WEALTH LLC is subject to fiduciary duty under federal law.
FLYWHEEL PRIVATE WEALTH LLC is headquartered in LOS ALTOS, CA.
FLYWHEEL PRIVATE WEALTH LLC serves 103 high-net-worth clients according to their SEC filing dated January 29, 2025. View client details ↓
According to their SEC Form ADV, FLYWHEEL PRIVATE WEALTH LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
FLYWHEEL PRIVATE WEALTH LLC manages $338 million in client assets according to their SEC filing dated January 29, 2025.
According to their SEC Form ADV, FLYWHEEL PRIVATE WEALTH LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 103
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.01
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 291
Discretionary Accounts: 275
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 325690
Last Filing Date: 2025-01-29 00:00:00
Website: https://flywheelpw.com