FLYWHEEL PRIVATE WEALTH LLC

RIASEC RegisteredEst. 2023

Total AUM

$415M

Discretionary

$349M

84% of AUM

Avg account

$1.5M

Accounts

285

Employees

Advisory reps

Firm details

Headquarters: LOS ALTOS, California
CRD number: 325690
Registered since: April 10, 2023
Website: www.flywheelpw.com
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM
Client types: HNWI96.42%
Individuals3.26%
Corporations / Businesses0.32%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Flywheel Private Wealth LLC is an independent registered investment adviser that manages wealth for individuals and families using an asset-fee model. The firm offers financial planning and discretionary portfolio management for individuals, small businesses and institutional/business clients, and acts as a capital allocator by selecting third‑party managers for client mandates. Flywheel reports it is not pursuing an ESG investing agenda. Flywheel operates with a mixed ownership profile (domestic entity / individual) and is organized as an LLC. Its advisory activities emphasize outsourced manager selection alongside in-house portfolio services, which aligns with its stated role as a capital allocator rather than a pure wrap or brokerage intermediary.