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Brandon Joseph Smith

Flywheel Private Wealth LLC

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About Brandon Joseph Smith

Brandon Smith is a financial advisor with Flywheel Private Wealth LLC. Brandon has been in the financial services industry since 2006 and has a strong track record of success. Brandon is a Certified Financial Planner™ and has a Series 7 and Series 66 licenses. Brandon has experience working with a variety of clients, including high-net-worth individuals and businesses. Brandon has been affiliated with Flywheel Private Wealth LLC since June 2023. Before that, Brandon worked for Wells Fargo Clearing Services, LLC from June 2012 to June 2023. In addition to his work as a financial advisor, Brandon is also a board member and investment committee member of the Los Altos Rotary Endowment Fund.

Firm Information

Brandon Smith is currently registered with Flywheel Private Wealth LLC. Flywheel Private Wealth LLC is a registered investment advisor located in Los Altos, California. They offer a range of financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. They have approximately $337 million in regulatory assets under management. They are a participant in a wrap fee program.
Flywheel Private Wealth LLC

4 MAIN STREET

LOS ALTOS, CA 94022

$337.92M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brandon Smith’s Registration & Firm History

CA

06/12/2023 - Present

Flywheel Private Wealth LLC (LOS ALTOS CA)

CA

06/15/2012 - 06/29/2023

WELLS FARGO CLEARING SERVICES, LLC (LOS ALTOS CA)

CA

05/02/2009 - 06/19/2012

CHASE INVESTMENT SERVICES CORP. (SUNNYVALE CA)

CA

07/08/2008 - 05/02/2009

WAMU INVESTMENTS, INC. (SUNNYVALE CA)

UT

04/07/2006 - 07/02/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SALT LAKE CITY UT)

UT

02/07/2006 - 04/05/2006

AMERIPRISE FINANCIAL SERVICES, INC. (MIDVALE UT)

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Licenses & Designations

BOTH

Issued 02/18/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandon Joseph Smith.
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