Confluence Wealth Management LLC

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Assets, Funds, Holdings

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CAFR Data
Confluence Wealth Management LLC
CRD #107810
SEC #801-56974
CIK #
AUM $782.2 MM (99% Disc, 100% US, 2020-02-25)
Employees17 (47% Investors, 0% Brokers)
Phone503-221-7595
Address1211 Sw Fifth Ave
Portland, OR 97204
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
78562847131415701999200620132021
Sector Issuer Cap ($MM) Value ($MM)
IVV 16.8
BNDX 11.6
MDY 10.8
EFA 10.3
SPY 7.3
EEM 6.6
IWR 6.4
QDF 6.4
IWM 4.9
GVI 4.8
View All
Holdings by Sector ($)
0.30.20.20.10.10.02013201520172020
Comparable Firms State AUM ($BB)
KB Financial Partners LLC
NJ 0.8
Steinberg Asset Management Co Inc
NY 0.8
Euro Pacific Asset Management LLC
PR 0.8
Principle Wealth Partners LLC
CT 0.8
Arbor Capital Management LLC
MN 0.8
North Forty Management LLC
WA 0.8
Sanderson Wealth Management LLC
NY 0.8
Wedgewood Partners Inc
MO 0.8
Dinuzzo Index Advisors Inc
PA 0.8
KM Management Advisors LLC
NY 0.8
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