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Fluens Wealth

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area San Antonio
CRD Number
Website fluenswealth.com
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Overview

Fluens Wealth is an independent wealth management firm providing investment advisory and family office services to high-net-worth individuals and families. The firm delivers personalized wealth management solutions focused on long-term capital preservation, disciplined portfolio management, and legacy planning through an objective, client-centric investment approach.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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