Fluent Wealth Partners

Fluent Wealth Partners (CRD# 147512) is a financial advisory firm headquartered in San Jose, CA. They manage $133,120,000 in 205 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    133
    MILLION
  • Total Number of Accounts
    205
    ACCOUNTS
  • Average Account Value
    $649,366
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Fluent Wealth Partners
Showing 1 - 2 of 2 top financial advisors.
1
Robert L. Manganaro
CRD#: 5114981
1530 The Alameda, Suite 115, San Jose, CA 95126
93
Wealthminder
score

Robert Manganaro (CRD# 5114981) is an Investment Advisor Representative working at Fluent Wealth Partners in San Jose, CA and has over 10 years of experience in the finance industry.

2
Jason Papier
CRD#: 4979707
1530 The Alameda, Suite 115, San Jose, CA 95126
93
Wealthminder
score

Jason Papier (CRD# 4979707) is an Investment Advisor Representative working at Fluent Wealth Partners in San Jose, CA and has over 10 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.