FLUENCE WEALTH MANAGEMENT LLC

Overview

Fluence Wealth Management LLC is organized as a limited liability company that positions itself as a capital allocator and manager-selection adviser for individuals and small businesses. The firm’s advisory activities emphasize portfolio management and the selection of third‑party managers rather than running a large in‑house investment platform. Fluence bills on a percentage‑of‑AUM basis and is not identified as an active ESG investor. It is classified as an unclassified adviser and does not list pension consulting, multi‑state advisory status, or related‑adviser relationships. From an investment posture standpoint, Fluence leans on external managers and pooled products to construct client portfolios. That focus on manager selection and third‑party allocation drives its use of mutual funds and corporate debt for core exposures, while alternatives are used to augment diversification and return potential.

Assets & Accounts

Investments & Alternatives

Location & Offices