Fee-only adviser · Los Altos, CA
Flywheel Private Wealth LLC
Flywheel Private Wealth LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Los Altos, California. On its latest Form ADV, filed March 6, 2026, it reports $415M in regulatory assets under management, 121 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 325690 · SEC file 801-127620 |
| Office | 4 Main Street Suite 240 Los Altos, CA 94022 |
| Phone | (650) 229-8782 |
| Website | www.flywheelpw.com |
| Regulatory assets under management | $415M ($349M discretionary) |
| Individual clients | 18 non-high-net-worth, 103 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 6, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Los Altos
- Diversifi Capital Inc $671M
- Traveka Wealth, LLC $731M
- Changing Parameters, LLC $105M
- Total Wealth Solutions $148M
- Gates Pass Advisors, LLC $208M
- Johnson Lyman Wealth Advisors $202M
See all 16 fee-only advisers in Los Altos →
Nearby
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- Saratoga 3 firms
- Woodside 1 firm
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