# FLUENCE WEALTH MANAGEMENT LLC

FLUENCE WEALTH MANAGEMENT LLC of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 333657
- Type: SEC-registered investment adviser
- Location: 9430 SW CORAL STREET, PORTLAND, OR, 97223
- Phone: (503) 290-2044
- Latest filing: 2026-02-26
- Clients: 1

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/333657/brochure
- Similar advisers: https://search.stillhousedata.com/firm/333657/similar
- Related entities: https://search.stillhousedata.com/firm/333657/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/333657

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.