AFFLUENCE

AFFLUENCE is an SEC-registered investment adviser (CRD 339023). Regulatory assets under management: $200K.

Registration

• CRD: 339023
• Type: Registered investment adviser
• Phone: 2037882332
• Latest filing: 2026-07-13
• Regulatory AUM: $200K
• Discretionary AUM: $200K
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 339023 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search