FLYWHEEL CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
311910

Firm profile

FINTRX

Overview

Flywheel Capital Management, LLC is a limited liability company that operates in the financial services sector. The firm primarily focuses on managing pooled investment vehicles, serving as a sponsor and managing member. While specific details regarding their client base and fee structure are not disclosed, the firm is noted for its involvement in private equity, indicating a preference for investments that can yield significant returns over time. The firm is not classified as an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • DON LANSING

    Chief Investment Officer and Chief Compliance OfficerCRD 4685997

Contacts

1 of 1
  • RICHARD DUDE

    SecretaryCRD 6057488

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
9130 Jollyville Rd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth