Flatrock Wealth Partners LLC
Flatrock Wealth Partners LLC is an SEC-registered wealth manager in Newport Beach, CA with $417.6M assets under management (AUM, regulatory AUM), +80% over one year. See who owns Flatrock Wealth Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 321777, SEC 801-130991, data through 2026-06-10.
- AUM (assets under management / regulatory AUM)
- $417.6M (2026-06-10)
- Firm type
- Wealth Manager
- Location
- Newport Beach, CA
- Employees
- 4
- Clients
- 73
- CRD
- 321777
- Ownership
- West, John, Michael; WINTERS, KEVIN, MICHAEL
How much AUM does Flatrock Wealth Partners LLC have?
Flatrock Wealth Partners LLC reported $417.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-10).
Who owns Flatrock Wealth Partners LLC?
Disclosed owners and executives of Flatrock Wealth Partners LLC include West, John, Michael, WINTERS, KEVIN, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.