Gregory Joseph Weimer
Chief Executive Officer And ChairConfluence Wealth Services, LLCCRD 1528413
About Gregory Joseph Weimer
Gregory Joseph Weimer is listed as Chief Executive Officer And Chair at Confluence Wealth Services, LLC 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, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Gregory Joseph Weimer work?
Gregory Joseph Weimer is listed as Chief Executive Officer And Chair at Confluence Wealth Services, LLC on SEC Form ADV.
How much of Confluence Wealth Services, LLC does Gregory Joseph Weimer own?
Form ADV reports a beneficial ownership band of Under 5%.
Confluence Wealth Services, LLC
| Title | Chief Executive Officer And Chair |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |
Confluence Wealth Services, LLC
| Title | Member |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2026 |