FLATLANDS WEALTH LLC

Overview

Flatlands Wealth LLC is a small, independent registered investment adviser that serves individual and family clients with a focus on fee-based financial planning and portfolio management. The firm acts as a capital allocator and offers selection of other advisers as part of its service mix, indicating it can place clients into third-party strategies rather than running exclusively in-house mandates. Fee arrangements include a percentage of assets under management and fixed-fee engagements, which aligns with providing both ongoing portfolio oversight and project-based planning work. Investment emphasis is on public funds and mutual funds as the primary vehicle for client portfolios, supplemented by allocations to third-party alternative managers in real estate. The firm is not positioned as an active ESG investor and does not register as a multi-state adviser. Given the small scale of operations, the advisory model appears focused and hands-on, appropriate for a concentrated client base of high-net-worth or affluent individuals and small-business owners.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices