Flatrock Wealth Partners LLC

RIASEC Registered

Total AUM

$418M

Discretionary

$397M

95% of AUM

Avg account

$953K

Accounts

438

Employees

Advisory reps

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

FINTRX

Overview

Flatrock Wealth Partners LLC is an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered (2024) and operates as a capital allocator to individual and family clients, charging fees based on a percentage of assets under management. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm reports it is not an active ESG investor, and it does not identify itself as a multi-state or pension consulting adviser.