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FLUENT FINANCIAL, LLC

DALLAS, TX · CRD 170041 · IAPD ↗ · 972-852-4800

$329.7MRegulatory AUM
6Advisory reps
9Employees
2Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — FLUENT FINANCIAL, LLC notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.