Flatrock Wealth Partners Information
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Flatrock Wealth Partners
Summary
Flatrock Wealth Partners has been in the industry for 4 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 4. To connect with Flatrock Wealth Partners employee register on SignalHire.
Organization Website | flatrockwealth.com |
Phone Number | 949-687-2615 |
Industries | |
Headquarters Location | 4041 MacArthur Blvd, Newport Beach, CA, 92660 US |
Employees Size | 1-10 employees |
Specialties | Wealth Management, Financial Planning, Tax Efficient Investing, Custom Indexing, Investment Management, All Seasons , Risk Management, "Whole Picture" Investing, Alternative Investments, Asset Allocation |
Founded | 2022 |
Employees Turnover 4 quarter 2025
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Length of Employment
Employee tenure at Flatrock Wealth Partners shows a diverse range of experience levels:
50% have been with the company for less than 1 year50% for 3–4 yearsDiscover More
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Flatrock Wealth Partners
Kevin Winters
Managing Partner, Co-Founder
Dara Riordan
Board Member
Caroline Greene
Client Services & Operations
Benjamin Brewer
Investment Analyst
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FAQ
Flatrock Wealth Partners operates in the Finance industries. More details can be found on the official website: flatrockwealth.com.
The headquarters of Flatrock Wealth Partners are located in Newport Beach, United States.
You can contact Flatrock Wealth Partners by phone at 949-687-2615.
Flatrock Wealth Partners currently employs 1-10 people.
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