NEWPORT BEACH, CACRD 321777Latest ADV March 16, 2026
Flatrock Wealth Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated March 16, 2026, reports $418M in regulatory assets under management, 5 employees, and 438 accounts.
Assets Under Management
$418M
Employees
5
Offices
--
Total Clients
73
Primary office
NEWPORT BEACH, CA
1301 DOVE STREET, SUITE 910, NEWPORT BEACH, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
73
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$418Mas of March 16, 2026
Discretionary95.1%
$397M
95% of total RAUM95.1%
Non-discretionary4.9%
$21M
5% of total RAUM4.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$418M
Total Accounts438
10Y AUM Change+$302M (+262.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee15:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.