You're signed outSign in or to get full access.
Flywheel Private Wealth LLC
Flywheel Private Wealth LLC is a fee-only, SEC-registered investment adviser headquartered in Los Altos, California. Founded in 2023 by Brandon J. Smith, the firm provides personalized investment management and financial planning for high net worth individuals, families, trusts, estates, and family entities. With a client-focused, fiduciary approach and a boutique structure, Flywheel Private Wealth employs a small team of experienced professionals, including advisory and client service staff, to deliver highly tailored solutions. As of its most recent ADV, the firm manages over $337 million in regulatory assets for approximately 127 clients.
Investment Strategy
Flywheel Private Wealth employs a customized, open-architecture investment approach utilizing both active and passive strategies across equity and debt securities, ETFs, and mutual funds. The firm emphasizes a fee-only, fiduciary duty to clients, providing both discretionary and non-discretionary portfolio management services tailored to each client's objectives and risk profile. Strategies are designed to minimize financial friction and promote long-term economic momentum, with ongoing portfolio reviews, and a commitment to transparency and client-focused service. No performance-based fees are charged, and the firm's Code of Ethics emphasizes avoiding conflicts of interest.
Latest 13F Filing Activity
Flywheel Private Wealth LLC filed their most recent 13F report on Sep 30, 2025 disclosing 80 equity positions with a total 13F market value of $128M. The fund increased holdings in Vanguard Specialized Funds, Vanguard Index FDS, Ishares TR among other positions. Flywheel Private Wealth LLC reduced exposure to Quanta SVCS Inc., Texas Instrs Inc., Pepsico Inc. among others.
Top Holdings
Equity Positions (80)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VIG | VANGUARD SPECIALIZED FUNDS | 14.07% | $18.0M | 83,485 | $197.13 | $215.79 | +$2.0M |
V VBR | VANGUARD INDEX FDS | 9.34% | $12.0M | 57,287 | $198.51 | $208.71 | +$1.6M |
I IEFA | ISHARES TR | 8.19% | $10.5M | 120,024 | $73.22 | $87.31 | +$1.5M |
I IEMG | ISHARES INC | 7.58% | $9.7M | 147,158 | $53.10 | $65.92 | +$1.3M |
V VYM | VANGUARD WHITEHALL FDS | 4.55% | $5.8M | 41,369 | $127.59 | $140.95 | +$257.1K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more