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Kevin Michael Winters

Managing Partner, Co-FounderFlatrock Wealth Partners LLCCRD 3277677

About Kevin Michael Winters

Kevin Michael Winters is listed as Managing Partner, Co-Founder at Flatrock Wealth Partners LLC in Newport Beach, CA. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Flatrock Wealth Partners LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kevin Michael Winters work?

Kevin Michael Winters is listed as Managing Partner, Co-Founder at Flatrock Wealth Partners LLC on SEC Form ADV.

How much of Flatrock Wealth Partners LLC does Kevin Michael Winters own?

Form ADV reports a beneficial ownership band of 50-75%.

Flatrock Wealth Partners LLC

TitleManaging Partner, Co-Founder
Ownership50-75%
Control personYes
Since2022
View Flatrock Wealth Partners LLC →