FLUENCE WEALTH MANAGEMENT LLC

FLUENCE WEALTH MANAGEMENT LLC of PORTLAND, OR is an SEC-registered investment adviser (CRD 333657).

Registration

• CRD: 333657
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333657 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search