|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Flatrock Wealth Partners LLC
✚
|
|
|---|---|
| CRD # | 321777 |
| SEC # | 801-130991 |
| CIK # | |
| AUM | $232.4 M (2025-03-18) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 949-687-2615 |
| Address | 1301 Dove Street Newport Beach, CA 92660 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 51 | 232.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 306 | 232.4 |
| By Discretionary | ||
| Discretionary | 273 | 222.4 |
| Non-Discretionary | 33 | 10.0 |
| Total | 306 | 232.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 232.4 | |
| Total | 306 | 232.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cushing Capital Partners LLC
✚
|
WI | 0.2 |
|
Sorenson Impact Advisory LLC
✚
|
UT | 0.2 |
|
Mission Financial Group LLC
✚
|
NV | 0.2 |
|
Carbon Collective Investing LLC
✚
|
CA | 0.2 |
|
Security First Advisors Inc
✚
|
OR | 0.2 |
|
Griffiths Dreher & Evans PS CPAS
✚
|
WA | 0.2 |
|
Timecapital Investor Advisory Services Inc
✚
|
NY | 0.2 |
|
M&B Investment Advisors LLC
✚
|
OH | 0.2 |
|
Capital Financial Advisors of New York LLC
✚
|
NY | 0.2 |
|
Integras Partners LLC
✚
|
GA | 0.2 |