Confluence Wealth Services, LLC
● SEC registered since 2021CRD 311980SEC# 801-120711McMurray, PA
Reg. AUM
$7.81B
Employees
71
Accounts
14,993
Location
McMurray, PA
About Confluence Wealth Services
Confluence Wealth Services, presenting as Confluence Financial Partners, provides wealth management for high-net-worth individuals and families. Services described include financial planning, investment management, business and retirement plan work, and nonprofit support.
Summary based on the firm’s website.
Confluence Wealth Services, LLC assets under management
Confluence Wealth Services, LLC is an SEC-registered investment adviser based in McMurray, PA. The firm has been registered since 2021. It reports $7.8 billion in regulatory assets under management and employs 71 people.
Confluence Wealth Services, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cfp Financial Holdco, LLC Control | Member | Over 75% | 2026 |
| Gregory Joseph Weimer Control | President | Under 5% | 2024 |
| Gregory Joseph Weimer Control | Chief Executive Officer And Chair | Under 5% | 2021 |
| Kathleen Ann Thornhill Control | Chief Compliance Officer | Under 5% | 2022 |
| Stephanie G Bogden Control | Chief Operating Officer | Under 5% | 2024 |
| William Richard Winkeler Control | Chief Investment Officer | Under 5% | 2021 |
| Cfp Parent, Inc. Control | Member | Over 75% | 2026 |
| Gregory Joseph Weimer Control | Member | 50-75% | 2026 |
Frequently asked questions
How much does Confluence Wealth Services, LLC manage?
Confluence Wealth Services, LLC reports $7.8 billion in regulatory assets under management on its Form ADV.
How many employees does Confluence Wealth Services, LLC have?
Confluence Wealth Services, LLC reports 71 employees.
Where is Confluence Wealth Services, LLC located?
Confluence Wealth Services, LLC is based in McMurray, PA and has been SEC-registered since 2021.
Does Confluence Wealth Services, LLC disclose fund performance?
Confluence Wealth Services, LLC 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
$7.81B▲ 43%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 10%
Larger than 90% of 16,389 advisers
EmployeesTop 9%
More than 91% of 16,799 advisers
Assets under management
$7.81Bregulatory AUM
Discretionary $7.51BNon-discretionary $296.7M