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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 16, 2017
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FORD, THOMAS, FRANCIS | I | PORTFOLIO MANAGER/FINANCIAL PLANNER | NA | |
| FORD, THOMAS, FRANCIS | I | PORTFOLIO MANAGER/FINANCIAL PLANNER | NA | |
| FORD, THOMAS, FRANCIS | I | PORTFOLIO MANAGER/FINANCIAL PLANNER | NA | |
| LO, THOMAS, HSIN | I | FINANCIAL PLANNER | NA | |
| LO, THOMAS, HSIN | I | FINANCIAL PLANNER | NA | |
| LO, THOMAS, HSIN | I | FINANCIAL PLANNER | NA | |
| LO, THOMAS, HSIN | I | FINANCIAL PLANNER | NA | |
| LO, THOMAS, HSIN | I | FINANCIAL PLANNER | NA | |
| LO, THOMAS, HSIN | I | FINANCIAL PLANNER | NA | |
| LO, THOMAS, HSIN | I | FINANCIAL PLANNER | NA | |
| LO, THOMAS, HSIN | I | FINANCIAL PLANNER | NA | |
| LO, THOMAS, HSIN | I | FINANCIAL PLANNER | NA | |
| MANGANARO, ROBERT, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MANGANARO, ROBERT, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MANGANARO, ROBERT, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MANGANARO, ROBERT, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MANGANARO, ROBERT, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MANGANARO, ROBERT, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MANGANARO, ROBERT, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MANGANARO, ROBERT, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MANGANARO, ROBERT, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MANGANARO, ROBERT, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MANGANARO, ROBERT, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MANGANARO, ROBERT, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MANGANARO, ROBERT, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAPIER, JASON | I | PRESIDENT | E | Control |
| PAPIER, JASON | I | PRESIDENT | E | Control |
| PAPIER, JASON | I | PRESIDENT | E | Control |
| PAPIER, JASON | I | PRESIDENT | E | Control |
| PAPIER, JASON | I | PRESIDENT | E | Control |
| PAPIER, JASON | I | PRESIDENT | E | Control |
| PAPIER, JASON | I | PRESIDENT | E | Control |
| PAPIER, JASON | I | PRESIDENT | E | Control |
| PAPIER, JASON | I | PRESIDENT | E | Control |
| PAPIER, JASON | I | PRESIDENT | E | Control |
| PAPIER, JASON | I | PRESIDENT | E | Control |
| PAPIER, JASON | I | PRESIDENT | E | Control |
| PAPIER, JASON | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Aug 16, 2017 REGISTERED
Notice Filings (1)
CA
Address
10 ALMADEN BLVD.15TH FLOOR
SAN JOSE, CA 95113
United States
Phone: 408-260-3109