Confluence Wealth Services is an investment advisor in Mcmurray with $2.51 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
862088578
SEC advisor number
801-120711
FINRA CRD number
311980
AUM ?
$2.51 bn
(as of 26 Jul 22)
Accounts
6,192
(as of 26 Jul 22)
Employees
35
(24 investment advisory or research)
Office hours
Monday - Friday, 9:00-5:00
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Wilding, James, Austin | President and Secretary | 02/2021 | < 5% |
Weimer, Gregory, Joseph | Chief Executive Officer | 02/2021 | < 5% |
Weimer, Gregory, Joseph | Chief Operating Officer | 10/2021 | < 5% |
Confluence Financial Partners | Managing Member/shareholder | 10/2021 | > 75% |
Weimer, Gregory, Joseph | Shareholder | 11/2013 | 50-75% |
Wilding, James, Austin | Shareholder | 11/2013 | 25-50% |
THORNHILL, KATHLEEN, Ann | Chief Compliance Officer | 07/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
1 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
26 Apr 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22