Gregory Joseph Weimer
PresidentConfluence Wealth Services, Inc.CRD 7116190
About Gregory Joseph Weimer
Gregory Joseph Weimer is listed as President at Confluence Wealth Services, Inc. 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, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Gregory Joseph Weimer work?
Gregory Joseph Weimer is listed as President at Confluence Wealth Services, Inc. on SEC Form ADV.
How much of Confluence Wealth Services, Inc. does Gregory Joseph Weimer own?
Form ADV reports a beneficial ownership band of Under 5%.
Confluence Wealth Services, Inc.
| Title | President |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |
Confluence Wealth Services, Inc.
| Title | Shareholder |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2021 |