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CONFLUENCE FINANCIAL PARTNERS
CONFLUENCE WEALTH SERVICES, INC.
CRD 311980 · SEC 801-120711
732 E MCMURRAY RD, MCMURRAY, PA, 15317, United States
Phone
724-271-8801
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.84B
Discretionary AUM
$6.51B
Team
70 total employees; 38 advisory reps; 38 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3158 | $1.16B |
| High net worth individuals | 1540 | $5.13B |
| Investment companies | 1 | $441K |
| Pension/profit sharing plans | 63 | $187.9M |
| Charitable organizations | 71 | $177.6M |
| State/municipal entities | 2 | $18.2M |
| Corporations/business entities | 38 | $120.5M |
States served
AL, AZ, CA, CO, DE, DC, GA, IL, IN, KY, LA, MD, MA, MI, MN, NV, NJ, NM, NY, NC, OH, OR, PA, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
- https://www.confluencefp.com/
- https://www.iheart.com/podcast/269-living-your-legacy-by-conf-321243522
- https://www.youtube.com/@LivingYourLegacyCFP
- https://www.youtube.com/channel/UCpukYDyxptI31BI5v3EnN0A
- https://open.spotify.com/show/56efdkkI30QnFBI7dYT0o6
- https://www.facebook.com/confluenceFP/
- https://www.instagram.com/confluencefp/
- https://www.linkedin.com/company/confluence-financial-partners/
- https://podcasts.apple.com/us/podcast/confluence-podcasts/id1003363225
Official SEC filing: View on IAPD