Adviser Profile

As of Date 06/10/2026
Registration SEC, Approved, 08/26/2024
Other registrations (6)
Former registrations

FLATROCK WEALTH PARTNERS LLC

ADV Location NEWPORT BEACH, CA, United States
Contact Info (94 xxxxxxx
Websites
AUM* 417,582,237 262%
of that, discretionary 397,002,394 258%
Number of Employees 4 33%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 953,384 70%
% High Net Worth 100.00%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

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

397M 340M 284M 227M 170M 113M 57M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees