Flatrock Wealth Partners LLC

Overview

Flatrock Wealth Partners LLC is an independent, SEC-registered registered investment adviser that operates as a limited liability company. The firm describes itself as a capital allocator for individual and family clients, charging fees as a percentage of assets under management. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and selecting outside advisers or managers on behalf of clients. Flatrock does not identify as an active ESG investor and is not positioned as a pension consultant or related adviser. The firm also plays an operational role in pooled investment vehicles: it lists activity as a sponsor, general partner, and managing member for funds it sponsors or manages. That combination of fiduciary advisory work and manager/sponsor roles indicates Flatrock both allocates to third‑party managers and can originate or run pooled vehicles for client capital.

Assets & Accounts

Public Holdings

Investments & Alternatives