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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 16, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WINTERS, KEVIN, MICHAEL | I | MANAGING PARTNER, CO-FOUNDER | D | Control |
| WINTERS, KEVIN, MICHAEL | I | MANAGING PARTNER, CO-FOUNDER | D | Control |
| WINTERS, KEVIN, MICHAEL | I | MANAGING PARTNER, CO-FOUNDER | D | Control |
| WINTERS, KEVIN, MICHAEL | I | MANAGING PARTNER, CO-FOUNDER | D | Control |
| West, John, Michael | I | MANAGING PARTER, CO-FOUNDER / CHIEF COMPLIANCE OFFICER | D | Control |
| West, John, Michael | I | MANAGING PARTER, CO-FOUNDER / CHIEF COMPLIANCE OFFICER | D | Control |
| West, John, Michael | I | MANAGING PARTER, CO-FOUNDER / CHIEF COMPLIANCE OFFICER | D | Control |
| West, John, Michael | I | MANAGING PARTER, CO-FOUNDER / CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Oct 16, 2025 REGISTERED
Notice Filings (3)
AZ CA TX
Address
1301 DOVE STREETSUITE 910
NEWPORT BEACH, CA 92660
United States
Phone: (949) 687-2615