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Gregory Joseph Weimer

PresidentConfluence Wealth Services, LLCCRD 7116190

About Gregory Joseph Weimer

Gregory Joseph Weimer is listed as President at Confluence Wealth Services, LLC in McMurray, PA. Form ADV reports a beneficial ownership band of Under 5%.

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 President 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

TitlePresident
OwnershipUnder 5%
Control personYes
Since2024