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RIA / WealthAdvisorCertified Financial Planner20 years in industry

BRANDON JOSEPH SMITH

Advisor at FLYWHEEL PRIVATE WEALTH LLC

LOS ALTOS, CA

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Search this name across graphsid dfx:ria:ad74f6b0-7f5b-0d97-31dc-e3e74467d1bb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 22, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FLYWHEEL PRIVATE WEALTH LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 18, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Feb 18, 2006
First registration: Feb 22, 2006
Dual registered: no
IAPD individual key: 5053905

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FLYWHEEL PRIVATE WEALTH LLC	Independent wealth	Jun 12, 2023	n/a	yes	LOS ALTOS, CA	Current employment
WELLS FARGO ADVISORS	Wirehouse	Jun 18, 2012	Jun 29, 2023	no	PALO ALTO, CA\|LOS ALTOS, CA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	May 2, 2009	Jun 19, 2012	no	SUNNYVALE, CA\|SUNNYVALE, CA\|LOS ALTOS, CA\|SUNNYVALE, CA	Previous registration
WAMU INVESTMENTS, INC.	n/a	Jul 9, 2008	May 2, 2009	no	SAN JOSE, CA\|LOS ALTOS, CA\|SUNNYVALE, CA\|SUNNYVALE, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 7, 2006	Jul 2, 2008	no	SALT LAKE CITY, UT	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Feb 22, 2006	Apr 5, 2006	no	MIDVALE, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	FLYWHEEL PRIVATE WEALTH LLC	Jun 29, 2023	Jun 12, 2023	-17	Firm change	Wirehouse to new firm
CHASE INVESTMENT SERVICES CORP.	WELLS FARGO ADVISORS	Jun 19, 2012	Jun 18, 2012	-1	Firm change	Other
WAMU INVESTMENTS, INC.	CHASE INVESTMENT SERVICES CORP.	May 2, 2009	May 2, 2009	0	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WAMU INVESTMENTS, INC.	Jul 2, 2008	Jul 9, 2008	7	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Apr 5, 2006	Apr 7, 2006	2	Firm change	Ibd to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
19616:325690:CA:2023-06-29	Jun 29, 2023	Jun 12, 2023	LOS ALTOS, CA	Firm change

Relationships

Registered with (6)

→ FLYWHEEL PRIVATE WEALTH LLCRegistered adviserregistration: current employment
Jun 12, 2023 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jun 18, 2012 to Jun 29, 2023factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
May 2, 2009 to Jun 19, 2012factForm ADV
→ WAMU INVESTMENTS, INC.Registered adviserregistration: previous registration
Jul 9, 2008 to May 2, 2009factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Apr 7, 2006 to Jul 2, 2008factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Feb 22, 2006 to Apr 5, 2006factForm ADV

Dated events

Occurred
Jun 29, 2023
Advisor changed firm
Brandon Joseph Smith left Wells Fargo Advisors for Flywheel Private Wealth Llc (registered 2023-06-12)
Form ADVobserved 4 days ago