# Flywheel Private Wealth LLC

> Flywheel Private Wealth LLC is an SEC-registered investment advisory firm in Los Altos, CA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 325690
- Filed as: FLYWHEEL PRIVATE WEALTH LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Altos, CA
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325690
- AdvisorCensus page: https://advisorcensus.com/firm/flywheel-private-wealth-llc-los-altos-ca-325690

## Quick answers

**How is Flywheel Private Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Flywheel Private Wealth LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Flywheel Private Wealth LLC located?**
Flywheel Private Wealth LLC's principal office is in Los Altos, CA, according to its Form ADV.

**Is Flywheel Private Wealth LLC registered with the SEC or a state?**
Flywheel Private Wealth LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325690.

**How much does Flywheel Private Wealth LLC manage?**
Flywheel Private Wealth LLC reports $415,001,533 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (84% discretionary).

**How have Flywheel Private Wealth LLC's assets and staff changed since 2023?**
In the Form ADV data for Flywheel Private Wealth LLC: Regulatory assets under management: $264,175,226 in the October 2023 data and $415,001,533 in the October 2026 data, up 57%. Total employees: 2 in October 2023 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Flywheel Private Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (103); individuals (other than high net worth individuals) (18).

**Which custodians does Flywheel Private Wealth LLC use?**
Flywheel Private Wealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Wells Fargo Clearing Services, LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Flywheel Private Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325690

**What changed in Flywheel Private Wealth LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $337,916,530 to $415,001,533 (+23%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Wells Fargo Clearing Services, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $415,001,533
- Discretionary: $349,220,106
- Non-discretionary: $65,781,427

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $13,532,185 |
| High net worth individuals | 103 | $400,132,681 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,336,667 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- flywheelpw.com
- LinkedIn @flywheel-private-wealth
- LinkedIn @brandonsmith12

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $264,175,226 | 2 | July 27, 2023 |
| October 2024 | $290,470,615 | 2 | March 6, 2024 |
| October 2025 | $337,916,530 | 2 | January 29, 2025 |
| October 2026 | $415,001,533 | 2 | March 6, 2026 |

Regulatory assets under management: $264,175,226 in the October 2023 data and $415,001,533 in the October 2026 data, up 57%.
Total employees: 2 in October 2023 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $337,916,530 to $415,001,533 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Flywheel Private Wealth LLC (CRD 325690): Form ADV filing data as of October 2026.