|
⚲
|
| Keyboard |
| Flywheel Private Wealth LLC
✚
|
|
|---|---|
| CRD # | 325690 |
| SEC # | 801-127620 |
| CIK # | 0002029680 |
| AUM | 415.0 M (2026-03-06) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 650-229-8782 |
| Address | 4 Main Street Los Altos, CA 94022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Quanta Services Inc | 19.2 | ||
| iShares Comex Gold Trust | 2.8 | ||
| Apple Inc | 2.1 | ||
| Citigroup Inc | 1.8 | ||
| Zions Bancorporation /UT/ | 1.3 | ||
| Cisco Systems Inc | 1.3 | ||
| Microsoft Corp | 1.2 | ||
| Hometrust Bancshares Inc | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 13.5 |
| (b) Individuals (high net worth individuals) | 103 | 400.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 285 | 415.0 |
| By Discretionary | ||
| Discretionary | 265 | 349.2 |
| Non-Discretionary | 20 | 65.8 |
| Total | 285 | 415.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 415.0 | |
| Total | 285 | 415.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002029680] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Market Investment Group LLC
✚
|
KS | 416.4 M |
|
Highview Capital Management LLC
✚
|
IL | 416.3 M |
|
Jeffrey N Mehler CFP LLC
✚
|
CT | 416.2 M |
|
Capstone Wealth Management LLC
✚
|
AL | 416.1 M |
|
Davidson Kahn Capital Management LLC
✚
|
CA | 415.5 M |
|
Ferguson Shapiro LLC
✚
|
GA | 415.2 M |
|
Landseer Advisors LLC
✚
|
NJ | 415.2 M |
|
Northeast Planning Associates Inc
✚
|
NH | 414.0 M |
|
Oak Asset Management LLC
✚
|
CA | 413.8 M |
|
Watershed Private Wealth LLC
✚
|
IL | 413.7 M |