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.
| Title | Managing Member/Shareholder |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2021 |