$415.0M Total AUM
$349.2M Disc. AUM
-- 3Y CAGR
2 Employees
121 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Focus
- Established Date
- 04-01-2013
- Office Locations
- 1
Office Locations
4 Main Street Suite 240 LOS Altos CA
About Flywheel Private Wealth LLC
Flywheel Private Wealth is a Los Altos, CA RIA serving a select group of individuals and families with investment, comprehensive financial, estate, and tax planning focused on reducing financial friction. Portfolios emphasize asset allocation and are implemented largely with ETFs and public funds, with a client portal via Wells Fargo Clearing Services.
Team overview
42 AVG AGE
$415.0M AVG AUM / ADVISOR
$3.4M AVG AUM / CLIENT
6.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Optima timber Frontier vector Quantum ember Zenith signal Beacon matrix Matrix prime Harbor
Client Personas
Harbor pioneer
Custodian
Pathway Optima Horizon unison Beacon Summit atlas
Investment Themes
Fusion Vital
Investment Vehicles
Peak
Services
Harbor Atlas Atlas delta Momentum zenith Fusion legacy Crest Peak
Technology
Summit vertex
Owner & Executives
BRANDON JOSEPH SMITH
Chief Compliance Officer, Founder
- CRD
- #5053905
- Ownership
- 50% but less than 75%
(321) 278-4082
delta.vital@pioneercapital.com
in linkedin.com/in/vital-foundation
J
JAMIE B. SMITH
--
- CRD
- --
- Ownership
- 50% but less than 75%
(558) 808-9376
optima.element@oakcapital.com
in linkedin.com/in/glacier-alpha
Showing 2 of 2 owners & executives
Unlock allContacts
KRISTEN F. WORTH
Advisor
- CRD
- #4669722
(315) 808-3587
pathway.fusion@embercapital.com
in linkedin.com/in/ember-momentum
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $349,220,106 | $1,317,812 |
| Non-Discretionary | $65,781,427 | $3,289,071 |
| Total | $415,001,533 | $1,456,146 |
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Separately Managed Accounts
Total SMA Asset: $415,001,533
Equity - Exchange:
33.0% Public Funds:
10.9% U.S. Government/Agency:
10.1% Cash:
46.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,241,891,477 | 33.0% |
| Public Funds | $410,200,518 | 10.9% |
| U.S. Government/Agency | $380,094,058 | 10.1% |
| Cash | $1,731,121,452 | 46.0% |
| Total | $3,763,307,505 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE HARBOR VERTEX | WAVE MATRIX | WL2LU7UR4 | NHG | 2.75% | $60,934,383 |
| SUMMIT SIGNAL | CATALYST MERIDIAN | I5ZTV5RKG | UROA | 10.19% | $108,225,609 |
| ZENITH CATALYST PIONEER | FOCUS FRONTIER | FTFB5JG0B | LNPUE | 6.99% | $18,730,215 |
| RIDGE SUMMIT | FRONTIER ELEMENT | 0ERM1QXKV | SWWR | 5.41% | $32,451,209 |
| PATHWAY HARBOR | LEGACY HORIZON | ZLZKEJMML | CWMKI | 10.96% | $52,696,482 |
| BEACON VALUE | MATRIX PATHWAY | SD968ZUCK | TOO | 4.81% | $45,427,390 |
| PIONEER SUMMIT | QUANTUM HORIZON | 05H65OKPX | YHSY | 11.47% | $17,214,805 |
| ALPHA VERTEX UNISON | CATALYST FOUNDATION | UKD5LBCJ3 | BHXV | 2.50% | $12,009,233 |