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Managing Parter, Co-Founder / Chief Compliance Officer · Flatrock Wealth Partners LLC

John M. West

CRD 2967088 · Named on Form ADV at one SEC-registered adviser

At a glance

Flatrock Wealth Partners LLC, an SEC-registered wealth manager based in Newport Beach, CA with $418 million in regulatory assets, lists John M. West on its Form ADV as Managing Parter, Co-Founder / Chief Compliance Officer, a control person.

Firms and roles

  • Flatrock Wealth Partners LLCManaging Parter, Co-Founder / Chief Compliance OfficerWealth manager · Newport Beach, CA · $418M in regulatory assets

AtlasMembers

John’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.