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Confluence Financial Partners

Managing Member/ShareholderConfluence Wealth Services, Inc.

About Confluence Financial Partners

Confluence Financial Partners is listed as Managing Member/Shareholder at Confluence Wealth Services, Inc. in McMurray, PA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Confluence Wealth Services, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Confluence Financial Partners work?

Confluence Financial Partners is listed as Managing Member/Shareholder at Confluence Wealth Services, Inc. on SEC Form ADV.

How much of Confluence Wealth Services, Inc. does Confluence Financial Partners own?

Form ADV reports a beneficial ownership band of Over 75%.

Confluence Wealth Services, Inc.

TitleManaging Member/Shareholder
OwnershipOver 75%
Control personYes
Since2021
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