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Gregory Joseph Weimer

PresidentConfluence Wealth Services, Inc.CRD 7116190

About Gregory Joseph Weimer

Gregory Joseph Weimer is listed as President at Confluence Wealth Services, Inc. in McMurray, PA. Form ADV reports a beneficial ownership band of Under 5%. Gregory Joseph Weimer is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Confluence Wealth Services, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Gregory Joseph Weimer work?

Gregory Joseph Weimer is listed as President at Confluence Wealth Services, Inc. on SEC Form ADV.

How much of Confluence Wealth Services, Inc. does Gregory Joseph Weimer own?

Form ADV reports a beneficial ownership band of Under 5%.

Confluence Wealth Services, Inc.

TitlePresident
OwnershipUnder 5%
Control personYes
Since2024
View Confluence Wealth Services, Inc. →

Confluence Wealth Services, Inc.

TitleShareholder
Ownership25-50%
Control personYes
Since2025
View Confluence Wealth Services, Inc. →