Adviser Profile
| As of Date | 08/28/2024 |
| Registration status | Registration Changed to FLATROCK WEALTH PARTNERS LLC |
| ADV Location | NEWPORT BEACH, CA, United States |
| Contact Info | (94 xxxxxxx |
| Websites |
| AUM* | 115,231,526 75% |
| of that, discretionary | 110,936,974 77% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 559,376 19% |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds