FLYWHEEL VENTURES, LLC

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

Firm details

Headquarters
SANTA FE, New Mexico
CRD number
161798

Firm profile

FINTRX

Overview

Flywheel Ventures, LLC is a limited liability partnership organized with individual owners and primarily operates as a sponsor and general partner/ managing member of pooled investment vehicles. The firm’s public profile emphasizes fund sponsorship rather than acting as a multi-state, retail-facing registered investment adviser: it is not identified as an active ESG investor, is not a multi-state adviser, and is not classified as a capital allocator in the supplied dataset. Its regulatory registration year is not listed in the source material.

Assets & Accounts

Investments & Alternatives

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

Contacts

2 of 2
  • TREVOR LOY

    General PartnerCRD 6047879

  • MAREZ PAULA

    General ManagerCRD 6047938

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SANTA FE, NM

SANTA FE

Location

SANTA FE, NM

Headquartered in SANTA FE, NM, anchoring the Albuquerque-Santa Fe-Las Vegas, NM metro in the West.

Metro area
Albuquerque-Santa Fe-Las Vegas, NM
Region
West
County
SANTA FE
Address
441 Greg Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth