Confluence Wealth Management LLC
Legal Name: CONFLUENCE WEALTH MANAGEMENT LLC
Full Contact Details
Other Info
Confluence Wealth Management LLC is legally known as CONFLUENCE WEALTH MANAGEMENT LLC. It is an OR Limited Liability Company. This firm has 17 employees, of which 7 are employees in advisory roles. It serves 123 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Nov 23, 1999.
Confluence Wealth Management
Client Login Contact Search Menu Home About Us Our Company Our Senior Team Our Clients Our Community Our Core Values Managing Your Wealth Wealth Management Your Wealth Lifecycle Our Fee-Only Structure Expertise Why Work With Us Why Work With Us Our Fee-Only Structure Your Wealth Lifecycle Career Opp…
Confluence Wealth Management
Client Login Contact Search Menu Home About Us Our Company Our Senior Team Our Clients Our Community Our Core Values Managing Your Wealth Wealth Management Your Wealth Lifecycle Our Fee-Only Structure Expertise Why Work With Us Why Work With Us Our Fee-Only Structure Your Wealth Lifecycle Career Opp…
Confluence Wealth Management
Client Login Contact Search Menu Home About Us Our Company Our Senior Team Our Clients Our Community Our Core Values Managing Your Wealth Wealth Management Your Wealth Lifecycle Our Fee-Only Structure Expertise Why Work With Us Why Work With Us Our Fee-Only Structure Your Wealth Lifecycle Career Opp…
Confluence Wealth Management
Client Login Contact Search Menu Home About Us Our Company Our Senior Team Our Clients Our Community Our Core Values Managing Your Wealth Wealth Management Your Wealth Lifecycle Our Fee-Only Structure Expertise Why Work With Us Why Work With Us Our Fee-Only Structure Your Wealth Lifecycle Career Opp…
Confluence Wealth Management
Client Login Contact Search Menu Home About Us Our Company Our Senior Team Our Clients Our Community Our Core Values Managing Your Wealth Wealth Management Your Wealth Lifecycle Our Fee-Only Structure Expertise Why Work With Us Why Work With Us Our Fee-Only Structure Your Wealth Lifecycle Career Opp…
Direct Owners
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BRYAN DONALD SMITH
CLASS A MEMBER owns more than 10% but less than 25%
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CRAIG WONG IRREVOCABLE TRUST FBO CLARICE J. WONG
CLASS B MEMBER owns more than 5% but less than 10%
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JASON HOWARD LAWTON
CLASS A MEMBER owns more than 5% but less than 10%
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KATHLEEN JADE KEE
CEO, CCO, CLASS A MEMBER owns more than 25% but less than 50%
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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
- Mengis Capital Management Inc
- Greenwood Resources Capital Management LLC
- Equilibrium Capital Investment Management LLC
- Government Portfolio Advisors LLC
- TRU Independence Asset Management LLC
- Encompass Wealth Advisors LLC
- Cable Hill Partners LLC
- Financial Investment TEAM Inc
- Distribution Consultants Inc
- IMS Capital Management Inc
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