Flatrock Wealth Partners LLC
● SEC registered since 2024CRD 321777SEC# 801-130991Newport Beach, CA
Reg. AUM
$417.6M
Employees
4
Accounts
438
Location
Newport Beach, CA
Flatrock Wealth Partners LLC assets under management
Flatrock Wealth Partners LLC is an investment advisory firm registered with the SEC based in Newport Beach, CA. The firm has been registered since 2024. It reports $417.6 million in regulatory assets under management and employs 4 people.
Flatrock Wealth Partners LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Michael West Control | Managing Parter, Co-Founder / Chief Compliance Officer | 50-75% | 2022 |
| Kevin Michael Winters Control | Managing Partner, Co-Founder | 50-75% | 2022 |
Frequently asked questions
How much does Flatrock Wealth Partners LLC manage?
Flatrock Wealth Partners LLC reports $417.6 million in regulatory assets under management on its Form ADV.
How many employees does Flatrock Wealth Partners LLC have?
Flatrock Wealth Partners LLC reports 4 employees.
Where is Flatrock Wealth Partners LLC located?
Flatrock Wealth Partners LLC is based in Newport Beach, CA and has been SEC-registered since 2024.
Does Flatrock Wealth Partners LLC disclose fund performance?
Flatrock Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1301 Dove Street, Suite 910, Newport Beach, CA 92660 |
| Phone | (949) 687-2615 |
| Office hours | 7:30a.m. - 4:30p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$417.6M▲ 80%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$417.6Mregulatory AUM
Discretionary $397MNon-discretionary $20.6M