CONFLUENCE WEALTH MANAGEMENT LLC
CRD #107810 SEC #801-56974 PORTLAND, OR 503-221-7595
SEC Registered
Total AUM
$782.2M
Discretionary
$772.3M
Employees
17
Clients
26
Accounts
1,373
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2020 | $782.2M | $772.3M | $9.9M | 17 | 96 |
| Jun 2020 | $782.2M | $772.3M | $9.9M | 17 | 96 |
| Jun 2020 | $782.2M | $772.3M | $9.9M | 17 | 96 |
| Feb 2020 | $782.2M | $772.3M | $9.9M | 17 | 96 |
| Mar 2019 | $653.9M | $650M | $3.9M | 17 | 123 |
| Oct 2018 | $678.9M | $675M | $3.9M | 16 | 108 |
| Mar 2018 | $678.9M | $675M | $3.9M | 16 | 108 |
| Dec 2017 | $592.8M | $592.8M | $0 | 15 | 39 |
| Jun 2017 | $592.8M | $592.8M | $0 | 15 | 400 |
| Mar 2017 | $592.8M | $592.8M | $0 | 15 | 400 |
| Nov 2016 | $588.3M | $587.9M | $422K | 16 | 400 |
| Jul 2016 | $588.3M | $587.9M | $422K | 16 | 400 |
| Mar 2016 | $588.3M | $587.9M | $422K | 16 | 400 |
| Jul 2015 | $565.2M | $563.7M | $1.5M | 17 | 500 |
| Mar 2015 | $565.2M | $563.7M | $1.5M | 17 | 500 |
| Jun 2014 | $538.6M | $538.1M | $515.4K | 17 | 500 |
| Apr 2014 | $638.2M | $539.9M | $98.3M | 17 | 500 |
| Mar 2014 | $638.2M | $539.9M | $98.3M | 17 | 500 |
| Oct 2013 | $438.2M | $357.1M | $81.1M | 11 | 300 |
| Apr 2013 | $448M | $361.8M | $86.3M | 11 | 300 |
| Apr 2012 | $327.1M | $312.4M | $14.7M | 1 | 400 |
| Dec 2011 | $326M | $308.7M | $17.3M | 1 | 400 |
| Mar 2011 | $163.1M | $143.9M | $19.2M | 5 | -- |
| Oct 2010 | $148.8M | $128.5M | $20.3M | 10 | -- |
| Oct 2009 | $230.8M | $216M | $14.8M | 10 | -- |
| Mar 2009 | $230.8M | $216M | $14.8M | 10 | -- |
| Mar 2008 | $298.8M | $280.1M | $18.7M | 10 | -- |
| Mar 2007 | $238M | $223M | $15M | 5 | -- |
| Mar 2006 | $191.6M | $176.7M | $14.9M | 5 | -- |
| Sep 2005 | $170.3M | $159.2M | $11.1M | 5 | -- |
| Feb 2005 | $170.3M | $159.2M | $11.1M | 5 | -- |
| Mar 2002 | $77M | $75M | $2M | 5 | -- |
| Jun 2001 | $57M | $57M | $0 | 5 | -- |
DateJul 2020
Total AUM$782.2M
Discretionary$772.3M
Non-Disc.$9.9M
Employees17
Clients96
DateJun 2020
Total AUM$782.2M
Discretionary$772.3M
Non-Disc.$9.9M
Employees17
Clients96
DateJun 2020
Total AUM$782.2M
Discretionary$772.3M
Non-Disc.$9.9M
Employees17
Clients96
DateFeb 2020
Total AUM$782.2M
Discretionary$772.3M
Non-Disc.$9.9M
Employees17
Clients96
DateMar 2019
Total AUM$653.9M
Discretionary$650M
Non-Disc.$3.9M
Employees17
Clients123
DateOct 2018
Total AUM$678.9M
Discretionary$675M
Non-Disc.$3.9M
Employees16
Clients108
DateMar 2018
Total AUM$678.9M
Discretionary$675M
Non-Disc.$3.9M
Employees16
Clients108
DateDec 2017
Total AUM$592.8M
Discretionary$592.8M
Non-Disc.$0
Employees15
Clients39
DateJun 2017
Total AUM$592.8M
Discretionary$592.8M
Non-Disc.$0
Employees15
Clients400
DateMar 2017
Total AUM$592.8M
Discretionary$592.8M
Non-Disc.$0
Employees15
Clients400
DateNov 2016
Total AUM$588.3M
Discretionary$587.9M
Non-Disc.$422K
Employees16
Clients400
DateJul 2016
Total AUM$588.3M
Discretionary$587.9M
Non-Disc.$422K
Employees16
Clients400
DateMar 2016
Total AUM$588.3M
Discretionary$587.9M
Non-Disc.$422K
Employees16
Clients400
DateJul 2015
Total AUM$565.2M
Discretionary$563.7M
Non-Disc.$1.5M
Employees17
Clients500
DateMar 2015
Total AUM$565.2M
Discretionary$563.7M
Non-Disc.$1.5M
Employees17
Clients500
DateJun 2014
Total AUM$538.6M
Discretionary$538.1M
Non-Disc.$515.4K
Employees17
Clients500
DateApr 2014
Total AUM$638.2M
Discretionary$539.9M
Non-Disc.$98.3M
Employees17
Clients500
DateMar 2014
Total AUM$638.2M
Discretionary$539.9M
Non-Disc.$98.3M
Employees17
Clients500
DateOct 2013
Total AUM$438.2M
Discretionary$357.1M
Non-Disc.$81.1M
Employees11
Clients300
DateApr 2013
Total AUM$448M
Discretionary$361.8M
Non-Disc.$86.3M
Employees11
Clients300
DateApr 2012
Total AUM$327.1M
Discretionary$312.4M
Non-Disc.$14.7M
Employees1
Clients400
DateDec 2011
Total AUM$326M
Discretionary$308.7M
Non-Disc.$17.3M
Employees1
Clients400
DateMar 2011
Total AUM$163.1M
Discretionary$143.9M
Non-Disc.$19.2M
Employees5
Clients--
DateOct 2010
Total AUM$148.8M
Discretionary$128.5M
Non-Disc.$20.3M
Employees10
Clients--
DateOct 2009
Total AUM$230.8M
Discretionary$216M
Non-Disc.$14.8M
Employees10
Clients--
DateMar 2009
Total AUM$230.8M
Discretionary$216M
Non-Disc.$14.8M
Employees10
Clients--
DateMar 2008
Total AUM$298.8M
Discretionary$280.1M
Non-Disc.$18.7M
Employees10
Clients--
DateMar 2007
Total AUM$238M
Discretionary$223M
Non-Disc.$15M
Employees5
Clients--
DateMar 2006
Total AUM$191.6M
Discretionary$176.7M
Non-Disc.$14.9M
Employees5
Clients--
DateSep 2005
Total AUM$170.3M
Discretionary$159.2M
Non-Disc.$11.1M
Employees5
Clients--
DateFeb 2005
Total AUM$170.3M
Discretionary$159.2M
Non-Disc.$11.1M
Employees5
Clients--
DateMar 2002
Total AUM$77M
Discretionary$75M
Non-Disc.$2M
Employees5
Clients--
DateJun 2001
Total AUM$57M
Discretionary$57M
Non-Disc.$0
Employees5
Clients--