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Building 2FLYWHEEL PRIVATE WEALTH LLC

Map pinLOS ALTOS, CA
Phone650-229-8782
NotebookSEC #801-127620
Total AUM
$415M
Employees
2
Clients
122

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4 MAIN STREET
SUITE 240
LOS ALTOS
CA 94022
United States
Operating Hours
9AM-5PM
BY APPOINTMENT
Phone
650-229-8782

ReceiptFinancials

Total AUM
$415M
Accounts
285
Discretionary
$349.2M
Accounts
265
Non-Discretionary
$65.8M
Accounts
20

ContactClients

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Individual Clients
18
AUM
$13.5M
HNW Individual Clients
103
AUM
$400.1M
Corporation or Business Clients
1
AUM
$1.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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