CONFLUENCE WEALTH SERVICES, INC.

CONFLUENCE FINANCIAL PARTNERS

MCMURRAY, Pennsylvania·4 registered advisors·CRD# 311980

SEC# 801-1207117724-271-8801

01

Firm Overview

AUM

$3.1B

Regulatory assets under management

Employees

69

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at CONFLUENCE WEALTH SERVICES, INC.

4 registered advisors

Gregory Joseph Weimer

MCMURRAY, Pennsylvania

Gregory Joseph Weimer

MCMURRAY, Pennsylvania

James Austin Wilding

MCMURRAY, Pennsylvania

Kathleen Ann Thornhill

MCMURRAY, Pennsylvania

05

Office Locations

MCMURRAY, Pennsylvania

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Data sourced from SEC Form ADV filings. CONFLUENCE WEALTH SERVICES, INC. (CRD# 311980) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.