CONFLUENCE WEALTH SERVICES, LLC
Doing business as CONFLUENCE FINANCIAL PARTNERS. SEC Form ADV profile.
Total regulatory AUM
$7,808,637,160
Discretionary
$7,511,939,743
Non-discretionary
$296,697,417
Firm details
- CRD number
- 311980
- SEC file number
- 801-120711
- Main office
- MCMURRAY, PA, United States
- Employees
- 71
- SEC status
- Approved
- Website
- https://www.confluencefp.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.