Kristen F. Worth
Investment adviser representative at Flywheel Private Wealth LLC
13 yearsExperience
1 stateRegistered in
$415MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Flywheel Private Wealth LLCJun 2023 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Jun 2023
- Wells Fargo AdvisorsJan 2013 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2007
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Flywheel Private Wealth LLC
$415MAssets managed
121Clients
2Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4669722
- Firm CRD
- 325690