NetworkยทFamily Office

Flatrock Wealth Partners LLC

Unclaimed

๐Ÿ“ NEWPORT BEACH, CA

Family Office
flatrockwealth.com โ†—

SEC CRD #801-130991

About

Flatrock Wealth Partners is an independent wealth management firm providing comprehensive financial planning and investment management services to high-net-worth families, with a focus on whole-picture financial strategies and after-tax outcomes.

Key Contact

JW

JOHN WEST

CHIEF COMPLIANCE OFFICER

๐Ÿ“ž (949) 687-2615

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Geographic Focus

newport beach
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AUM

$418M

Location

NEWPORT BEACH, CA

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