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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Catalyst radialFusion +more
- Established Date
- 06-23-2022
- Office Locations
- 1
Office Locations
About Flatrock Wealth Partners LLC
Flatrock Wealth Partners is an independent fiduciary in Newport Beach providing comprehensive financial planning and investment management for a select group of high-net-worth families. Started by two 25-year veterans of the institutional investing ecosystem, the firm builds whole-balance-sheet strategies and completion portfolios using an “All Seasons” philosophy with a relentless focus on after-tax outcomes. Team has authored 50+ publications and is cited by Barron’s, WSJ, FT, and The Economist.
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Owner & Executives
John Michael West
Chief Compliance Officer, Co-founder, Partner
- CRD
- #2967088
- Ownership
- 50% but less than 75%
KEVIN MICHAEL WINTERS
Co-founder, Managing Partner
- CRD
- #3277677
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $397,002,394 | $1,033,860 |
| Non-Discretionary | $20,579,843 | $381,108 |
| Total | $417,582,237 | $953,384 |
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Separately Managed Accounts
Total SMA Asset: $417,582,237
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $875,979,259 | 20.1% |
| Equity - Exchange | $889,053,576 | 20.4% |
| Municipal Bonds | $767,026,615 | 17.6% |
| Private Funds | $919,560,316 | 21.1% |
| U.S. Government/Agency | $906,485,999 | 20.8% |
| Total | $4,358,105,765 | 100.0% |