Flywheel Private Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Flywheel Private Wealth, LLC provides investment management and financial advisory services to high‑net‑worth individuals, families, trusts, estates, family entities and related businesses. Its stated services include wealth and portfolio management, selection and monitoring of independent managers, and portfolio management through a wrap‑fee program.
The firm constructs customized, risk‑adjusted and tax‑aware asset allocations that blend active and passive strategies across individual equities, fixed income, ETFs, mutual funds and separately managed portfolios, and it periodically rebalances holdings as client circumstances or markets change. Flywheel’s disclosed strategies may include margin transactions and it manages both discretionary and non‑discretionary assets while also advising on held‑away products such as variable insurance and employer retirement plans.
Flywheel reports approximately $337.9 million in regulatory assets under management (as of December 31, 2024), an amount that produces an unusually high level of assets per advisor versus peers in its category. The firm is family‑owned (the Smith Family Trust), generally serves clients with multi‑million dollar account minimums, sponsors a wrap fee program, and relies on third‑party platforms and clearing relationships (including Trade‑PMR/First Clearing and Wells Fargo Advisor program offerings) — operational features that differ from many comparable advisers.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.75% $500,000 - $1,000,000: 1.50% $1,000,000 - $5,000,000: 1.25% $5,000,000+: Negotiable
Account minimum: $3,000,000
Main office
4 Main Street, Suite 240
Los Altos CA 94022
Advisors at this office
2
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Kristen W
Series 63, Series 65, Series 66
Los Altos, CA
Flywheel Private Wealth LLC
Kristen Worth is a financial advisor at Flywheel Private Wealth LLC in Los Altos, CA, with 23 years of industry experience. She holds Series 63, 65, and 66 designations. Her prior experience includes roles at Wells Fargo Clearing and WELLS FARGO Advisors, where she worked for a combined ten years. Flywheel Private Wealth serves high-net-worth individuals, families, trusts, estates, family entities, and related businesses. The firm offers customized, risk-adjusted, and tax-aware investment strategies that combine active and passive management across various asset classes and manages approximately $338 million in regulatory assets.
Brandon S
CFP®, Series 66
Los Altos, CA
Flywheel Private Wealth LLC
Brandon Smith is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Flywheel Private Wealth LLC since 2023. His prior experience includes seven years at Wells Fargo Clearing and four years at Wells Fargo Advisors, LLC. He serves on the board and investment committee of the Los Altos Rotary Endowment Fund, where he advises on investment decisions and asset allocation. Flywheel Private Wealth provides investment management and financial advisory services to high-net-worth individuals, families, trusts, estates, and related entities. The firm offers customized, risk-adjusted, and tax-aware asset allocations blending active and passive strategies, managing both discretionary and non-discretionary assets with approximately $338 million in regulatory assets under management.
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