Confluence Wealth Services, Inc.
● SEC registered since 2021CRD 311980SEC# 801-120711McMurray, PA
Reg. AUM
$6.84B
Employees
70
Accounts
15,388
Location
McMurray, PA
Confluence Wealth Services, Inc. assets under management
Confluence Wealth Services, Inc. is an SEC-registered investment adviser based in McMurray, PA. The firm has been registered since 2021. It reports $6.8 billion in regulatory assets under management and employs 70 people.
Confluence Wealth Services, Inc. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Confluence Financial Partners Control | Managing Member/Shareholder | Over 75% | 2021 |
| Gregory Joseph Weimer Control | Chief Executive Officer And Chair | Under 5% | 2021 |
| Gregory Joseph Weimer Control | President | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Confluence Wealth Services, Inc. manage?
Confluence Wealth Services, Inc. reports $6.8 billion in regulatory assets under management on its Form ADV.
How many employees does Confluence Wealth Services, Inc. have?
Confluence Wealth Services, Inc. reports 70 employees.
Where is Confluence Wealth Services, Inc. located?
Confluence Wealth Services, Inc. is based in McMurray, PA and has been SEC-registered since 2021.
Does Confluence Wealth Services, Inc. disclose fund performance?
Confluence Wealth Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$6.84B▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 11%
Larger than 89% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$6.84Bregulatory AUM
Discretionary $6.51BNon-discretionary $323.3M