# Flywheel Private Wealth

Flywheel Private Wealth is a Bank / Wealth / Trust based in Los Altos, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Los Altos, United States
- **Region:** North America
- **Address:** Los Altos, CA, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** flywheelpw.com
- **LinkedIn:** https://linkedin.com/company/flywheel-private-wealth

## Regulatory record

- **CRD number:** 325690
- **SEC file number:** 801-127620
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-06T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325690

## About

Flywheel Private Wealth was established in 2023 in Los Altos, California, embedding itself in a market dense with concentrated equity wealth from the technology and venture ecosystem. The firm operates as a registered investment advisor, building a suite around financial planning, investment management, and estate strategies for individuals, trusts, estates, and business entities. The firm's investment philosophy centers on portfolio construction tailored to concentrated stock positions, liquidity events, and intergenerational transfer — challenges typical of a Silicon Valley client base. The advisory model integrates portfolio management with tax-aware asset location and estate planning, fields that in this geography are often handled by separate specialists. The firm extends services to high-net-worth families and businesses, while the scope and scale of its deployment remain undisclosed. Team depth, total assets under advisement, and any adjacent vehicles are not publicly documented. No philanthropic foundation, operating company, or co-investment club affiliations have been disclosed. Flywheel's structural differentiator rests in its launch timing and location. It entered the market during a recalibration of tech wealth, when many newly liquid founders and early employees sought planning-forward relationships rather than transaction-oriented brokerage models. That positioning, if sustained, represents a path distinct from the larger private banks and multi-family offices that dominate the Peninsula.

## Questions

### What services does Flywheel Private Wealth offer?

The firm provides financial planning, portfolio management, investment management, estate planning, and wealth management. Services are structured for individuals, high-net-worth families, trusts, estates, and businesses. The delivery model emphasizes integrated planning rather than standalone investment management, a common structure for RIAs serving concentrated-equity clients in Northern California.

### Is Flywheel Private Wealth structured as an RIA or a broker-dealer?

Flywheel operates as a registered investment advisor, not a broker-dealer. That RIA structure anchors the firm to a fiduciary standard — requiring it to place client interests ahead of its own — which is a material governance distinction from brokerage models common in the wider wealth-management industry.

### Does Flywheel Private Wealth manage assets for institutions?

There is no public indication that Flywheel manages institutional capital. The firm's disclosed client base consists of individuals, high-net-worth families, trusts, estates, and businesses. Allocator-style mandates — pension funds, endowments, or sovereign wealth — do not appear in its current service scope.

## Related profiles

- [Flying Point Financial](https://altss.com/profile/flying-point-financial)
- [FM Global Pension Plan](https://altss.com/profile/fm-global-pension-plan)

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Last updated: 2026-08-11T02:43:31.692Z

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