Flatlands Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,500,000
Total clients
5
20% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$500,000
About
Flatlands Wealth serves individual clients, including both retail and high‑net‑worth households, offering discretionary asset management and comprehensive financial planning and consulting. The firm implements portfolios for ongoing management and may engage third‑party managers or subscribe to model portfolios through a custodial model marketplace.
The firm manages accounts on a discretionary basis, tailoring asset allocation and investment selections to each client’s goals, time horizon and risk tolerance, and applies a mix of fundamental, technical and Monte Carlo analysis in its planning process. Flatlands Wealth requires clients to use a specific custodial platform and may deploy both platform‑provided models and outside manager strategies to execute client portfolios.
Distinctive features include the firm’s very small scale and early stage: a single‑advisor practice with five clients and approximately $2.5 million in assets under management. The principal also maintains an affiliated insurance business and devotes roughly 30% of their time to insurance activities, receiving commissions on insurance sales, and the firm discloses an institutional relationship with its custodian that provides support services tied to platform asset thresholds and passes through model marketplace fees, each identified as potential conflicts and addressed through disclosure and firm procedures.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Fee options
Financial Planning Services offered based on a flat fee of up to $10,000; $500 billed in advance with balance due upon plan delivery.
$0 - $4,000,000: 1.00% annually $4,000,000.01+: 0.50% annually
Investment Advisor Representatives receive external compensation from sales of investment related products such as insurance (commissions).
Main office location
Flatlands Wealth LLC
3030 Nw Expressway, Suite 300
Oklahoma City OK 73112, United States
Number of offices
1
Most active in
Flatlands Wealth LLC has reported serving >5 clients in these states in the last 12 months.
Oklahoma · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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