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Fluence Wealth Management
FLUENCE WEALTH MANAGEMENT LLC is a state-registered investment adviser in PORTLAND, OR. It has 1 employee and 1 investment adviser. The firm is based in...
Overview
FLUENCE WEALTH MANAGEMENT LLC is a state-registered investment adviser in PORTLAND, OR. It has 1 employee and 1 investment adviser. The firm is based in PORTLAND, OR.
General information
Firm type
Multi Family Office
Frequently asked questions
What types of investments does Fluence make on behalf of families?
The firm constructs portfolios that include public equities, fixed income, and private market allocations. It also facilitates direct investments and co-investment opportunities sourced through its network of client families.
How is Fluence different from a large private bank?
Unlike a large private bank that often pushes proprietary products and maintains a segmented service model, Fluence provides a consolidated view of all family assets—including those custodied elsewhere—and offers conflict-free advice as a fiduciary.
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