FLYWHEEL PRIVATE WEALTH LLC

Business address
4 Main Street, Suite 240, Los Altos, CA, 94022
Top securities (13F)
VIG, VBR, IEFA, IEMG, VYM, IJH, VEA, IVV, AVUV, VWO, VO, IWD, IWF, QUAL, IAU, AAPL, VTI, VTV, MSFT, and XLK
State of incorporation
CA
Fiscal year end
31 December
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FLYWHEEL PRIVATE WEALTH LLC has filed 5 SEC EDGAR filings since 14 Jan 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 14 Oct 2025 30 Sep 2025 028-24550
N-PX Open Document Open Filing 17 Jul 2025 30 Jun 2025 028-24550
13F-HR Open Document Open Filing 17 Jul 2025 30 Jun 2025 028-24550
13F-HR Open Document Open Filing 15 Apr 2025 31 Mar 2025 028-24550
13F-HR Open Document Open Filing 14 Jan 2025 31 Dec 2024 028-24550