FLUENT WEALTH PARTNERS, LLC

FLUENT WEALTH PARTNERS, LLC of SAN JOSE, CA is an SEC-registered investment adviser (CRD 147512). Regulatory assets under management: $136.3M.

Registration

• CRD: 147512
• SEC file number: 801-69352
• Type: Registered investment adviser
• Location: 10 ALMADEN BLVD., 15TH FLOOR, SAN JOSE, CA, 95113
• Phone: 408-260-3109
• Latest filing: 2017-08-15
• Regulatory AUM: $136.3M
• Discretionary AUM: $136.3M
• Clients: 3
• Accounts: 520

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 147512 on SEC IAPD (source of record)
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