| Name | Title | Ownership | Since |
|---|---|---|---|
| Confluence Financial Partners Control | Managing Member/Shareholder | Over 75% | 2021 |
| Gregory Joseph Weimer Control | President | Under 5% | 2024 |
| Gregory Joseph Weimer Control | Chief Executive Officer And Chair | Under 5% | 2021 |
Confluence Wealth Services, Inc. reports $5.5 billion in regulatory assets under management on its Form ADV.
Confluence Wealth Services, Inc. reports 68 employees.
Confluence Wealth Services, Inc. is based in McMurray, PA and has been SEC-registered since 2021.
Confluence Wealth Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 732 E McMurray Rd, McMurray, PA 15317 |
| Phone | 724-271-8801 |
| Office hours | 8:30-5:00 |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1910411 |
| Discloses disciplinary history | No |
| Discretionary | $4.89B |
| Non-discretionary | $565M |
| Total (RAUM) | $5.45B |