| Name | Title | Ownership | Since |
|---|---|---|---|
| John Michael West Control | Managing Parter, Co-Founder / Chief Compliance Officer | 50-75% | 2022 |
| Kevin Michael Winters Control | Managing Partner, Co-Founder | 50-75% | 2022 |
Flatrock Wealth Partners LLC reports $232.4 million in regulatory assets under management on its Form ADV.
Flatrock Wealth Partners LLC reports 3 employees.
Flatrock Wealth Partners LLC is based in Newport Beach, CA and has been SEC-registered since 2024.
Flatrock Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1301 Dove Street, Suite 910, Newport Beach, CA 92660 |
| Phone | (949) 687-2615 |
| Office hours | 7:30a.m. - 4:30p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $222.4M |
| Non-discretionary | $10M |
| Total (RAUM) | $232.4M |