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CONFLUENT ASSET MANAGEMENT LLC

Advisory

SCOTTSDALE, AZ

Data as of Aug 10, 2026 · Source: SEC Form ADV

Average account
$177K
across 29 accounts
AUM per adviser
$2M
3 advisers

Source: SEC Form ADV. Figures as filed Aug 10, 2026.

Total AUM
$5M
Discretionary %
100%
Clients
29
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$5M
Discretionary AUM$5M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients29
Team
Total Employees3
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, CT, FL, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

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SCOTTSDALE, AZ
$5M
AMERICAN WEALTH MANAGEMENT LLC
SCOTTSDALE, AZ
$5M
D SQUARED CAPITAL MANAGEMENT, LLC
ORO VALLEY, AZ
$5M
BLK FINANCIAL ADVISORS, LLC
$5M

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