FlatRock Wealth Partners

EST. AUM
$417,582,237

CONTACTS
2

CLIENT ACCOUNTS
438

Firm Details

Metro area Los Angeles
CRD Number 321777
Website flatrockwealth.com
Client types

Overview

Flatrock Wealth Partners, founded by two 25-year veterans of the institutional investing ecosystem, sought to create a comprehensive wealth management solution for their own families. The Newport Beach-based firm provides comprehensive financial planning and investment management services to a select group of high-net-worth families. The firm emphasizes the entirety of a family’s balance sheet in crafting a resilient, “whole picture” plan for their wealth, and its investment philosophy centers on an “All Seasons” approach that offers resiliency across various economic environments and a relentless focus on after-tax outcomes.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

FlatRock Wealth Partners

Platform Details

Investment Preferences

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Address

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