Brandon Joseph Smith
Investment adviser representative at Flywheel Private Wealth LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$415MFirm assets
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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
14 years in the industry.
- Flywheel Private Wealth LLCJun 2023 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Jun 2023
- Wells Fargo Advisors, LLCJun 2012 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
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
- 5053905
- Firm CRD
- 325690