Flatrock Wealth Partners Revenue

Investment Management • Newport Beach, California, United States • 1-10 Employees

Flatrock Wealth Partners revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$1,400,000
Total funding	No funding

Key Contact at Flatrock Wealth Partners

Kevin Winters

Managing Partner, Co-Founder

Company overview

Headquarters	4041 MacArthur Blvd, 400, Newport Beach, CA 92660, US
Phone number	+19496872615
Website	flatrockwealth.com
NAICS	5231
Keywords	Risk Management, Wealth Management, Asset Allocation, Financial Planning, Alternative Investments, Investment Management, Tax Efficient Investing, Custom Indexing, "Whole Picture" Investing, All Seasons
Founded	2022
Employees	1-10

Flatrock Wealth Partners Email Formats

Flatrock Wealth Partners uses 1 email format. The most common is {first initial} (e.g., j@flatrockwealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@flatrockwealth.com	100%

About Flatrock Wealth Partners

Flatrock Wealth Partners was started by two 25-year veterans of the institutional investing ecosystem who sought to create a comprehensive wealth management solution for their own families. Based in Newport Beach, the firm provides comprehensive financial planning and investment management services to a select group of high-net-worth families. Flatrock emphasizes the entirety of a family’s balance sheet in crafting a resilient, "Total Wealth Strategy". The firm’s investment philosophy centers on an “All Seasons” approach that offers resiliency across a wide variety of economic environments and a relentless focus on after-tax outcomes. Flatrock Wealth Partners is a registered investment advisor. Flatrock provides investment advisory and related services for clients nationally. Flatrock will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at www.flatrockwealth.com.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Flatrock Wealth Partners has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Flatrock Wealth Partners has never raised funding before.

Flatrock Wealth Partners Tech Stack

Discover the technologies and tools that power Flatrock Wealth Partners's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

Google Maps

Maps

scrollreveal

JavaScript libraries

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Datadog

Analytics

Google Analytics

Analytics

Frequently asked questions

Flatrock Wealth Partners is located in Newport Beach, California, US.

You can reach Flatrock Wealth Partners at +19496872615.

Flatrock Wealth Partners generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.

Flatrock Wealth Partners has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Flatrock Wealth Partners was founded in 2022, making it 4 years old. The company has established itself as a significant player in its industry over this time.

Flatrock Wealth Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Flatrock Wealth Partners

Kevin Winters

Managing Partner, Co-Founder

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