FLATROCK WEALTH PARTNERS LLC

FLATROCK WEALTH PARTNERS LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 321777). Regulatory assets under management: $417.6M.

Registration

• CRD: 321777
• SEC file number: 801-130991
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321777 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search