# FLATROCK WEALTH PARTNERS LLC

FLATROCK WEALTH PARTNERS LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 321777
- Type: SEC-registered investment adviser
- SEC file number: 801-130991
- Location: 1301 DOVE STREET, SUITE 910, NEWPORT BEACH, CA, 92660
- Phone: (949) 687-2615
- Latest filing: 2026-06-10
- Regulatory AUM: $417.6M
- Discretionary AUM: $397.0M
- Non-discretionary AUM: $20.6M
- Clients: 4
- Accounts: 438

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| John Michael West | MANAGING PARTER, CO-FOUNDER / CHIEF COMPLIANCE OFFICER | — |
| Kevin Michael Winters | MANAGING PARTNER, CO-FOUNDER | — |
| WEST MICHAEL | MANAGING PARTER, CO-FOUNDER / CHIEF COMPLIANCE OFFICER | — |
| WINTERS PAUL MICHAEL | MANAGING PARTNER, CO-FOUNDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/321777/brochure
- Similar advisers: https://search.stillhousedata.com/firm/321777/similar
- Related entities: https://search.stillhousedata.com/firm/321777/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/321777

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.