Cfp Financial Holdco, LLC
MemberConfluence Wealth Services, LLC
About Cfp Financial Holdco, LLC
Cfp Financial Holdco, LLC is listed as Member at Confluence Wealth Services, LLC in McMurray, PA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Confluence Wealth Services, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Cfp Financial Holdco, LLC work?
Cfp Financial Holdco, LLC is listed as Member at Confluence Wealth Services, LLC on SEC Form ADV.
How much of Confluence Wealth Services, LLC does Cfp Financial Holdco, LLC own?
Form ADV reports a beneficial ownership band of Over 75%.
Confluence Wealth Services, LLC
| Title | Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2026 |