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FLATROCK WEALTH PARTNERS LLC
FLATROCK WEALTH PARTNERS LLC
NEWPORT BEACH, California
·
2 registered advisors
·
CRD# 321777
SEC# 801-130991
0
(949) 687-2615
01
Firm Overview
AUM
$115M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at FLATROCK WEALTH PARTNERS LLC
2 registered advisors
John Michael West
NEWPORT BEACH, California
CRD# 2967088
Kevin Michael Winters
NEWPORT BEACH, California
CRD# 3277677
05
Office Locations
NEWPORT BEACH, California
2 advisors
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Data sourced from SEC Form ADV filings. FLATROCK WEALTH PARTNERS LLC (CRD# 321777) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.