Investment adviser · CRD 147512

FLUENT WEALTH PARTNERS

Investment adviser filing (IA)

FLUENT WEALTH PARTNERS, LLC

SAN JOSE, CA, United States · Form ADV filed Aug 15, 2017

Regulatory AUM
$136M
Form ADV · Item 5.F
Client accounts
520
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 15, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

10 ALMADEN BLVD., 15TH FLOOR
SAN JOSE, CA, 95113, United States

CRD 147512

Filing source

Form ADV 1134351 · Aug 15, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.