John Michael West
Investment adviser representative at Flatrock Wealth Partners LLC
20 yearsExperience
2 statesRegistered in
CFADesignation
$417.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Flatrock Wealth Partners LLCApr 2022 to now
- Not EmployedJun 2021 to Mar 2022
- Foreside Financial Services, LLCFeb 2021 to May 2021
- Research Affiliates, LLCJun 2006 to May 2021
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Flatrock Wealth Partners LLC
$417.6MAssets managed
73Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2967088
- Firm CRD
- 321777