Flywheel Private Wealth LLC

Kristen Worth is a financial advisor at Flywheel Private Wealth LLC with 22 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors. Flywheel Private Wealth provides investment management and financial advisory services to high-net-worth individuals, families, trusts, estates, and related businesses. The firm offers customized, risk-adjusted, and tax-aware asset allocations blending active and passive strategies across various investment vehicles, managing both discretionary and non-discretionary assets with approximately $337.9 million in regulatory assets under management.

Brandon Smith is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Flywheel Private Wealth LLC since 2023. His prior experience includes seven years at Wells Fargo Clearing and four years at Wells Fargo Advisors, LLC. He serves on the board and investment committee of the Los Altos Rotary Endowment Fund, where he advises on investment decisions and asset allocation. Flywheel Private Wealth provides investment management and financial advisory services to high-net-worth individuals, families, trusts, estates, and related entities. The firm offers customized, risk-adjusted, and tax-aware asset allocations blending active and passive strategies, managing both discretionary and non-discretionary assets with approximately $338 million in regulatory assets under management.