Flatlands Wealth LLC

Overview

Flatlands Wealth LLC is an independent, individual-owned registered investment adviser that serves individual and family clients. The firm functions as a capital allocator and offers financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Its fee model combines a percentage-of-AUM schedule with the option for fixed fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser activity. An insurance company affiliation is noted among its industry relationships.

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Location & Offices