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Flatlands Wealth LLC

Flatlands Wealth LLC. CRD 338529

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CRD: 338529

Flatlands Wealth LLC

Oklahoma City, OK, 73112
4054800513
flatlandswealth.com
$2.5M Total AUM
$2.5M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
0 yrs Firm Age

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Firm Details

Custodian
Altruist · Truist Bank
Clients
Retail
Platforms
FoundationFusion +more
Established Date
12-16-2025
Office Locations
1

Office Locations

3030 NW Expressway Suite 300 Oklahoma City OK

About Flatlands Wealth LLC

Flatlands Wealth is an Oklahoma City-based registered investment adviser focused on retirement planning and ongoing wealth management for people seeking more income, less risk, and fewer taxes in retirement. The firm builds personalized retirement wealth plans across income, investments, taxes, long-term healthcare, and legacy goals, using a safety-first, data-driven approach led by founder Skylar Anderson, CFP®. Custody includes Altruist.

Team overview

36 AVG AGE
$2.5M AVG AUM / ADVISOR
$500.0K AVG AUM / CLIENT
0.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age

Insights

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Asset Classes

Ember fusion Glacier

Client Personas

Atlas prime Timber eagle

Custodian

Ember Summit matrix Meridian focus Optima capital

Investment Themes

Bridge harbor Vector meridian

Investment Vehicles

Fusion optima

Services

Zenith harbor Matrix radial Pathway wave Crest atlas Vital Unison Pioneer oak

Technology

Fusion Bridge radial Catalyst

Owner & Executives

Skylar Douglas Anderson

Skylar Douglas Anderson

Chief Compliance Officer, Financial Advisor, Managing Member

CRD
#7544806
Ownership
75% or more
(302) 430-8963
vital.wave@zenithcapital.com
in linkedin.com/in/prime-pathway

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $2,500,000 --
Non-Discretionary $0 --
Total $2,500,000 --

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Separately Managed Accounts

Total SMA Asset: $2,500,000

$2.5M Total SMA
Public Funds:
64.6%
Cash:
35.4%
Asset class Assets Assets %
Public Funds $4,334,023,747 64.6%
Cash $2,374,991,341 35.4%
Total $6,709,015,088 100.0%

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