# Flatrock Wealth Partners

Flatrock Wealth Partners is a Multi Family Office based in Newport Beach, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Newport Beach, United States
- **Region:** North America
- **Address:** Tulsa, OK, United States
- **Assets under management:** Undisclosed
- **Website:** flatrockwealth.com
- **LinkedIn:** https://www.linkedin.com/company/flatrock-wealth-partners

## Regulatory record

- **CRD number:** 321777
- **SEC file number:** 801-130991
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/321777

## About

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.

## 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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Last updated: 2026-07-11T16:23:39.000Z

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