|
⚲
|
| Flatrock Wealth Partners LLC
✚
| |
|---|---|
| CRD # | 321777 |
| SEC # | 801-130991 |
| CIK # | |
| AUM | $115.2 MM (2024-07-26) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 949-687-2615 |
| Address | 1301 Dove Street Newport Beach, CA 92660 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 38 | 115.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 206 | 115.2 |
| By Discretionary | ||
| Discretionary | 189 | 110.9 |
| Non-Discretionary | 17 | 4.3 |
| Total | 206 | 115.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 115.2 | |
| Total | 206 | 115.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
JOSS Brown Wealth Advisors Group LLC
✚
|
VA | 0.1 |
|
UP Strategic Wealth Investment Advisors LLC
✚
|
PA | 0.1 |
|
Chancellor Wealth Management Inc
✚
|
GA | 0.1 |
|
White & Company Financial Planning Inc
✚
|
WA | 0.1 |
|
Cedar Spring Advisors LLC
✚
|
PA | 0.1 |
|
Wealthtech Partners LLC
✚
|
CA | 0.1 |
|
Apple Tree Asset Management LLC
✚
|
IN | 0.1 |
|
PSC Financial LLC
✚
|
MN | 0.1 |
|
Fairchild Financial Advisors Inc
✚
|
CA | 0.1 |
|
Trinity Investment Management LLC
✚
|
TX | 0.1 |