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FLATROCK WEALTH PARTNERS LLC
CRD 321777File 801-130991
APPROVED
Retail clients
Custody
Filing as of Jun 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$417.6M
Below cohort median (national)
Discretionary AUM
$397.0M
Non-discretionary $20.6M
Clients
73
438 accounts
Employees
4
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Aug 26, 2024
- Principal office
- 1301 DOVE STREET, SUITE 910, NEWPORT BEACH, CA, 92660
- Phone
- (949) 687-2615
- Website
- https://flatrockwealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $417.6M
- Discretionary AUM
- $397.0M
- Non-discretionary AUM
- $20.6M
- Discretionary accounts
- 384
- Non-discretionary accounts
- 54
- Total accounts
- 438
- AUM per client
- $5.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 73 | $417.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.