SourcingSourcing

FLYWHEEL PRIVATE WEALTH LLC

C40
CRD 325690·SEC 801-127620·LOS ALTOS, CA
AUM
$415.0M
$100M-$500M
Est. Revenue
$4.2M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$10.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FLYWHEEL PRIVATE WEALTH LLC
CRD
325690
SEC file #
801-127620
EIN
922236843
DBA names
Flywheel Private Wealth Llc

Economics

AUM
$415.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$337.9M → $415.0M▲ +23%
Client mix
Individuals High Net Worth103
Individuals Other18

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
LOS ALTOS CA
Branches
Count1

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/06/2026
ADV-W filed at
—
Website
linkedin.com/in/brandonsmith12(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THE SMITH FAMILY TRUST UAD APRIL 08,
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
THE SMITH FAMILY TRUST UAD APRIL 08,
SMITH, BRANDON, JOSEPH
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:flywheelprivate.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002029680
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-01-14
Edgar Last Filing Date
2026-04-16
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-16
Accession0001725547-26-000136

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Wells Fargo4
E*trade4
Edgar Addresses
Mailing
4 MAIN STREETSUITE 240LOS ALTOS, CA 94022
Business
4 MAIN STREETSUITE 240LOS ALTOS, CA 94022
Edgar EIN
922236843
Edgar Recent Filings
13F-HR2026-04-16 · 0001725547-26-000136
13F-HR2026-01-14 · 0001725547-26-000020
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
SMITH, BRANDON, JOSEPH
IAR · Direct Owner · 62.5%
5053905
SMITH, JAMIE, B.
Direct Owner · 62.5%
7707890
KRISTEN F. WORTH
IAR
4669722