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FLATROCK WEALTH PARTNERS LLC
CRD 321777 · SEC 801-130991
1301 DOVE STREET, SUITE 910, NEWPORT BEACH, CA, 92660, United States
Phone
(949) 687-2615
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$417.6M
Discretionary AUM
$397.0M
Team
4 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 73 | $417.6M |
States served
AZ, CA, TX
All web addresses on file
- https://flatrockwealth.com
- https://www.linkedin.com/in/john-west-cfa-a640612/
- https://www.linkedin.com/company/flatrock-wealth-partners/?viewAsMember=true
- https://www.linkedin.com/in/kevin-winters-flatrock-wealth-partners/
- https://www.linkedin.com/in/carolinegreene888/
- https://www.linkedin.com/in/ben6brewer/
Official SEC filing: View on IAPD