FLUENT WEALTH PARTNERS, LLC
Legal name: FLUENT WEALTH PARTNERS
CRD #147512 SEC #801-69352 SAN JOSE, CA 408-260-3109
SEC Registered
Total AUM
$136.3M
Discretionary
$136.3M
Employees
3
Clients
101
Accounts
520
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2017 | $136.3M | $136.3M | $0 | 3 | 100 |
| Mar 2017 | $136.3M | $136.3M | $0 | 3 | 100 |
| Oct 2016 | $133.1M | $133.1M | $0 | 3 | 100 |
| Mar 2016 | $133.1M | $133.1M | $0 | 3 | 100 |
| Sep 2015 | $128.4M | $128.4M | $0 | 3 | 200 |
| Feb 2015 | $128.4M | $128.4M | $0 | 4 | 200 |
| Aug 2014 | $125.5M | $125.5M | $0 | 3 | 120 |
| Aug 2014 | $125.5M | $125.5M | $0 | 3 | 120 |
| Aug 2014 | $125.5M | $125.5M | $0 | 3 | 120 |
| Mar 2014 | $125.5M | $125.5M | $0 | 4 | 120 |
| Feb 2013 | $118.9M | $118.9M | $0 | 4 | 120 |
| Mar 2012 | $110M | $0 | $110M | 1 | 120 |
DateAug 2017
Total AUM$136.3M
Discretionary$136.3M
Non-Disc.$0
Employees3
Clients100
DateMar 2017
Total AUM$136.3M
Discretionary$136.3M
Non-Disc.$0
Employees3
Clients100
DateOct 2016
Total AUM$133.1M
Discretionary$133.1M
Non-Disc.$0
Employees3
Clients100
DateMar 2016
Total AUM$133.1M
Discretionary$133.1M
Non-Disc.$0
Employees3
Clients100
DateSep 2015
Total AUM$128.4M
Discretionary$128.4M
Non-Disc.$0
Employees3
Clients200
DateFeb 2015
Total AUM$128.4M
Discretionary$128.4M
Non-Disc.$0
Employees4
Clients200
DateAug 2014
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees3
Clients120
DateAug 2014
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees3
Clients120
DateAug 2014
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees3
Clients120
DateMar 2014
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees4
Clients120
DateFeb 2013
Total AUM$118.9M
Discretionary$118.9M
Non-Disc.$0
Employees4
Clients120
DateMar 2012
Total AUM$110M
Discretionary$0
Non-Disc.$110M
Employees1
Clients120