A complete list of active advisors currently associated with Flywheel Private Wealth LLC

Warmer can help you find a great advisor at Flywheel Private Wealth LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Flywheel Private Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.