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| Confluence Wealth Services Inc
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|---|---|
| CRD # | 311980 |
| SEC # | 801-120711 |
| CIK # | 0001910411 |
| AUM | 6.8 B (2026-06-10) |
| Employees | 70 (54% Investors, 0% Brokers) |
| Phone | 724-271-8801 |
| Address | 732 E Mcmurray Rd Mcmurray, PA 15317 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001910411 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Nvidia Corp | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,158 | 1.2 |
| (b) Individuals (high net worth individuals) | 1,540 | 5.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 63 | 0.2 |
| (h) Charitable organizations | 71 | 0.2 |
| (i) State or municipal government entities | 2 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 38 | 0.1 |
| (n) Other | 6 | 0.0 |
| Total | 15,388 | 6.8 |
| By Discretionary | ||
| Discretionary | 14,701 | 6.5 |
| Non-Discretionary | 687 | 0.3 |
| Total | 15,388 | 6.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.8 | |
| Total | 15,388 | 6.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001910411] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 38 |
| Serves | Institutional, Retail |
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