Flywheel Private Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Altos, CA. Its latest Form ADV filing, dated March 6, 2026, reports $415M in regulatory assets under management, 2 employees, and 285 accounts.
Assets Under Management
$415M
Employees
2
Offices
--
Total Clients
121
Primary office
LOS ALTOS, CA
4 MAIN STREET, SUITE 240, LOS ALTOS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 85.1% of total clients.
Top client categories% of clientsClients
1
HNWI
85.1%
103
2
Individuals
14.9%
18
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$415Mas of March 6, 2026
Discretionary84.1%
$349M
84% of total RAUM84.1%
Non-discretionary15.9%
$66M
16% of total RAUM15.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$415M
Total Accounts285
10Y AUM Change+$415M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee61:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.