FLATROCK WEALTH PARTNERS LLC
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 321777
- Registered since
- August 26, 2024
- Website
- flatrockwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Flatrock Wealth Partners LLC is an independent, individual-owned RIA organized as an LLC and registered with the SEC in 2024. The firm serves individual and family clients and bills on a percentage-of-AUM basis. Its advisory remit centers on financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Flatrock identifies itself as a capital allocator and does not present as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Exchange Traded Equities29%
- State & Local Bonds8%
- Private Funds8%
- US Government Bonds1%
Contacts
2 of 2John West
Managing Partner & Co-FounderCRD 2967088
KEVIN WINTERS
Managing Partner & Co-FounderCRD 3277677
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEWPORT BEACH, CA
ORANGE
Location
NEWPORT BEACH, CA
Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 1301 Dove St
- Time zone
- PT (UTC-8)
- Office locations
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