Investment adviser · CRD 311980
CONFLUENCE FINANCIAL PARTNERS
Investment adviser filing (IA)
CONFLUENCE WEALTH SERVICES, LLC
MCMURRAY, PA, United States · Form ADV filed Sep 15, 2026
- Regulatory AUM
- $7.81B Form ADV · Item 5.F
- Client accounts
- 14,993 Accounts, not individual clients
- Employees
- 71 Reported in this filing
- Advisory professionals
- 39 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,910 | $6,339,456,811 | 81.2% |
| Individuals | 3,238 | $1,079,618,373 | 13.8% |
| Retirement plans | 39 | $237,000,339 | 3.0% |
| Corporations & businesses | 28 | $77,049,868 | 1.0% |
| Charities | 7 | $53,399,036 | 0.7% |
| Government entities | Fewer than 5 | $20,407,331 | 0.3% |
| Other clients | 1 | $1,164,072 | 0.0% |
| Investment companies | 1 | $541,330 | 0.0% |
Filing source
Form ADV 2130427 · Sep 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 15, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
732 E MCMURRAY RDMCMURRAY, PA, 15317, United States
CRD 311980
Filing source
Form ADV 2130427 · Sep 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.