FLATROCK WEALTH PARTNERS LLC
SEC Form ADV profile.
Total regulatory AUM
$417,582,237
Discretionary
$397,002,394
Non-discretionary
$20,579,843
Firm details
- CRD number
- 321777
- SEC file number
- 801-130991
- Main office
- NEWPORT BEACH, CA, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.