Unclaimed Profile

John Michael West

FLATROCK WEALTH PARTNERS LLC·NEWPORT BEACH, California

Clean recordFLATROCK WEALTH PARTNERS LLC

1301 DOVE STREET, NEWPORT BEACH, CA 92660CRD# 2967088Firm CRD# 321777

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Michael West · NEWPORT BEACH, CA

Registration

CRD #2967088 · FLATROCK WEALTH PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John Michael West is a registered financial advisor based in NEWPORT BEACH, California, affiliated with FLATROCK WEALTH PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FLATROCK WEALTH PARTNERS LLC

AUM

$115M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FLATROCK WEALTH PARTNERS LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2967088

Firm CRD# 321777

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Michael West offer?

John Michael West specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in NEWPORT BEACH, California for a consultation.

What are John Michael West's credentials?

John Michael West is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Michael West located?

John Michael West is based in NEWPORT BEACH, California, working with FLATROCK WEALTH PARTNERS LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does John Michael West charge for services?

John Michael West's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FLATROCK WEALTH PARTNERS LLC?

FLATROCK WEALTH PARTNERS LLC has approximately 3 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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