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Chief Compliance Officer, Trustee · Flywheel Private Wealth LLC

Brandon J. Smith

CRD 5053905 · Named on Form ADV at one SEC-registered adviser

At a glance

Flywheel Private Wealth LLC, an SEC-registered wealth manager based in LOS Altos, CA with $415 million in regulatory assets, lists Brandon J. Smith on its Form ADV as Chief Compliance Officer, Trustee, a control person.

Firms and roles

AtlasMembers

Brandon’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brandon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.