Confluence Wealth Management LLC
Legal Name: CONFLUENCE WEALTH MANAGEMENT LLC
Full Contact Details
Confluence Wealth Management LLC
1211 SW FIFTH AVE, STE 1200, PORTLAND, OR
503-221-7595
503-972-4197
Other Info
Confluence Wealth Management LLC, legally known as CONFLUENCE WEALTH MANAGEMENT LLC, is an Oregon Limited Liability Company that currently employs 17 individuals. Out of those, seven employees are in advisory roles serving their 123 clients. The firm's SEC status is currently marked as Approved, with a registration date of November 23, 1999.
Confluence Wealth Management
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Direct Owners
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BRYAN DONALD SMITH
CLASS A MEMBER owns more than 10% but less than 25%
-
CRAIG WONG IRREVOCABLE TRUST FBO CLARICE J. WONG
CLASS B MEMBER owns more than 5% but less than 10%
-
JASON HOWARD LAWTON
CLASS A MEMBER owns more than 5% but less than 10%
-
KATHLEEN JADE KEE
CEO, CCO, CLASS A MEMBER owns more than 25% but less than 50%
-
LANTZ KENT STRINGHAM
CLASS B MEMBER owns more than 5% but less than 10%
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PERKINS & COMPANY
CLASS A MEMBER owns more than 10% but less than 25%
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WAIYEE CARMEN WONG
CLASS A MEMBER owns more than 5% but less than 10%
Firms Located Nearby
Top Holdings
- ISHARES TR CORE S&P500 ETF $17,723k
- VANGUARD CHARLOTTE FDS $13,191k
- ISHARES $13,106k
- SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP $12,061k
- FLEXSHARES TR $10,368k
- SPDR S&P 500 ETF TR TR UNIT $8,142k
- ISHARES TR RUS MID CAP ETF $7,638k
- ISHARES $6,957k
- ISHARES TR RUSSELL 2000 ETF $5,803k
- SCHWAB STRATEGIC TR US SML CAP ETF $5,799k