Brandon Joseph Smith

Employer firm

Flywheel Private Wealth LLC CRD 325690

$415M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → 11/2016
  Wells Fargo Advisors, Llc
  Palo Alto, CA
• 11/2016 → 06/2023
  Wells Fargo Clearing Services, Llc
  Palo Alto, CA
• 06/2023 → Present
  Flywheel Private Wealth Llc
  Los Altos, CA

Previous Registrations

• 2012-06-18 → 2023-06-29
  Wells Fargo Clearing Services, Llc
  Palo Alto, CA
  Los Altos, CA
• 2009-05-02 → 2012-06-19
  Chase Investment Services Corp.
  Sunnyvale, CA
  Sunnyvale, CA
  Los Altos, CA
  Sunnyvale, CA
• 2008-07-09 → 2009-05-02
  Wamu Investments, Inc.
  San Jose, CA
  Los Altos, CA
  Sunnyvale, CA
  Sunnyvale, CA
• 2006-04-07 → 2008-07-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Salt Lake City, UT
• 2006-02-22 → 2006-04-05
  Ameriprise Financial Services, Llc
  Midvale, UT

Other Businesses

RENTAL PROPERTY; INV RELATED; SANDY, UT; OWNER; START 12/2005; 0 HRS PER MONTH. LOS ALTOS ROTARY ENDOWMENT FUND, INV RELATED, LOS ALTOS, CA, BOARD MEMBER, START 7/1/2022, 2 HRS PER MONTH, 0 HRS DURING TRADING, DISCUSS INVESTMENT DECISIONS FOR ENDOWMENT FUND AND PROVIDE ADVICE IN THAT CAPACITY. LOS ALTOS ROTARY ENDOWMENT FUND, INV RELATED, LOS ALTOS, CA, INV COMMITTEE MEMBER, START 7/1/2022, 1 HR PER MONTH, 0 HRS DURING TRADING, ASSISTING WITH ASSET ALLOCATION AND RECOMMENDING AN INVESTMENT POLICY STATEMENT.

Exams

• S66 Uniform Combined State Law Examination
  2006-02-18

Designations

• Certified Financial Planner