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Flatrock Wealth Partners
Two 25-year veterans of the institutional investing ecosystem started Flatrock Wealth Partners to develop wealth management for their families.
Overview
Two 25-year veterans of the institutional investing ecosystem started Flatrock Wealth Partners to develop wealth management for their families. Based in Newport Beach, it provides financial planning and investment management services to high-net-worth families. The firm addresses the full family balance sheet through a Total Wealth Strategy.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Newport Beach
Corporate office
Tulsa, OK, United States
Frequently asked questions
Where is Flatrock Wealth Partners headquartered?
The firm is based in Tulsa, Oklahoma, a city known for its concentration of family offices tied to energy-sector wealth. Its location places it in the American heartland, serving regional high-net-worth families (per SEC registration records).
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