FLYWHEEL PRIVATE WEALTH LLC
SEC Form ADV profile.
Total regulatory AUM
$415,001,533
Discretionary
$349,220,106
Non-discretionary
$65,781,427
Firm details
- CRD number
- 325690
- SEC file number
- 801-127620
- Main office
- LOS ALTOS, CA, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.