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FLYWHEEL PRIVATE WEALTH LLC
CRD 325690File 801-127620
APPROVED
Retail clients
Custody
Filing as of Mar 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$415.0M
Below cohort median (national)
Discretionary AUM
$349.2M
Non-discretionary $65.8M
Clients
121
285 accounts
Employees
2
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 10, 2023
- Principal office
- 4 MAIN STREET, SUITE 240, LOS ALTOS, CA, 94022
- Phone
- 650-229-8782
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $415.0M
- Discretionary AUM
- $349.2M
- Non-discretionary AUM
- $65.8M
- Discretionary accounts
- 265
- Non-discretionary accounts
- 20
- Total accounts
- 285
- AUM per client
- $3.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.3M |
| High net worth individuals | 103 | $400.1M |
| Individuals (other than high net worth individuals) | 18 | $13.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.