FLATROCK WEALTH PARTNERS LLC
CRD #321777 SEC #801-130991 NEWPORT BEACH, CA (949) 687-2615
SEC Registered
Total AUM
$232.4M
Discretionary
$222.4M
Employees
3
Clients
26
Accounts
306
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $232.4M | $222.4M | $10M | 3 | 0 |
| Mar 2025 | $232.4M | $222.4M | $10M | 3 | 0 |
| Mar 2025 | $232.4M | $222.4M | $10M | 3 | 0 |
| Jul 2024 | $115.2M | $110.9M | $4.3M | 3 | 0 |
DateOct 2025
Total AUM$232.4M
Discretionary$222.4M
Non-Disc.$10M
Employees3
Clients0
DateMar 2025
Total AUM$232.4M
Discretionary$222.4M
Non-Disc.$10M
Employees3
Clients0
DateMar 2025
Total AUM$232.4M
Discretionary$222.4M
Non-Disc.$10M
Employees3
Clients0
DateJul 2024
Total AUM$115.2M
Discretionary$110.9M
Non-Disc.$4.3M
Employees3
Clients0