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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 7, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HOUSER, GREGORY, J. | I | CLASS B MEMBER | NA | |
| HOUSER, GREGORY, J. | I | CLASS B MEMBER | NA | |
| HOUSER, GREGORY, J. | I | CLASS B MEMBER | NA | |
| HOUSER, GREGORY, JOHN | I | CLASS B MEMBER | NA | |
| HOUSER, GREGORY, JOHN | I | CLASS B MEMBER | NA | |
| HULTSMAN, SCOTT, LAYNE | I | CCO | NA | |
| KALBERG, TIMOTHY, A | I | CLASS A MEMBER | NA | Control |
| KALBERG, TIMOTHY, A | I | CLASS A MEMBER | NA | Control |
| KALBERG, TIMOTHY, A | I | CLASS A MEMBER | NA | Control |
| KALBERG, TIMOTHY, A | I | CLASS A MEMBER | NA | |
| KALBERG, TIMOTHY, A | I | CLASS A MEMBER | NA | |
| KALBERG, TIMOTHY, A | I | CLASS A MEMBER | NA | Control |
| KALBERG, TIMOTHY, A | I | CLASS A MEMBER | NA | Control |
| KALBERG, TIMOTHY, A | I | CLASS A MEMBER | NA | |
| LAWTON, JASON, HOWARD | I | CCO | NA | |
| LAWTON, JASON, HOWARD | I | CCO | NA | |
| LAWTON, JASON, HOWARD | I | CCO | NA | |
| LAWTON, JASON, HOWARD | I | CCO | NA | |
| LAWTON, JASON, HOWARD | I | CCO | NA | |
| LAWTON, JASON, HOWARD | I | CCO | NA | |
| PERKINS & COMPANY | DE | CLASS A MEMBER | NA | |
| SCHMITT, PATI | I | CLASS A MEMBER | NA | Control |
| SCHMITT, PATI | I | CLASS A MEMBER | NA | Control |
| SCHMITT, PATI | I | CLASS A MEMBER | NA | Control |
| SCHMITT, PATI | I | CLASS A MEMBER | NA | |
| SCHMITT, PATI | I | CLASS A MEMBER | NA | |
| SCHMITT, PATI | I | CLASS A MEMBER | NA | Control |
| SCHMITT, PATI | I | CLASS A MEMBER | NA | Control |
| SCHMITT, PATI | I | CLASS A MEMBER | NA | |
| STRINGHAM, LANTZ, KENT | I | CLASS B MEMBER | NA | |
| STRINGHAM, LANTZ, KENT | I | CLASS B MEMBER | NA | |
| STRINGHAM, LANTZ, KENT | I | CLASS B MEMBER | NA | |
| STRINGHAM, LANTZ, KENT | I | CLASS B MEMBER | NA | |
| STRINGHAM, LANTZ, KENT | I | CLASS B MEMBER | NA | |
| STRINGHAM, LANTZ, KENT | I | CLASS B MEMBER | NA | |
| STRINGHAM, LANTZ, KENT | I | CLASS B MEMBER | NA | |
| STRINGHAM, LANTZ, KENT | I | CLASS B MEMBER | NA | |
| STRINGHAM, LANTZ, KENT | I | CLASS B MEMBER | NA | |
| STRINGHAM, LANTZ, KENT | I | CLASS B MEMBER | NA | |
| STRINGHAM, LANTZ, KENT | I | CLASS B MEMBER | NA | |
| STRINGHAM, LANTZ, KENT | I | CLASS B MEMBER | NA | |
| STRINGHAM, LANTZ, KENT | I | CLASS B MEMBER | NA | |
| BERGEN, MARILYN, RUTH | I | CLASS A MEMBER | C | Control |
| BERGEN, MARILYN, RUTH | I | CLASS A MEMBER | C | Control |
| BERGEN, MARILYN, RUTH | I | CLASS A MEMBER | C | Control |
| BERGEN, MARILYN, RUTH | I | CLASS A MEMBER | C | Control |
| BERGEN, MARILYN, RUTH | I | CLASS A MEMBER | C | Control |
| BERGEN, MARILYN, RUTH | I | CLASS A MEMBER | C | Control |
| BERGEN, MARILYN, RUTH | I | CLASS A MEMBER | C | Control |
| BERGEN, MARILYN, RUTH | I | CLASS A MEMBER | C | Control |
| BERGEN, MARILYN, RUTH | I | CLASS A MEMBER | C | Control |
| BERGEN, MARILYN, RUTH | I | CLASS A MEMBER | C | Control |
| BERGEN, MARILYN, RUTH | I | CLASS A MEMBER | C | Control |
| BERGEN, MARILYN, RUTH | I | CLASS A MEMBER | C | Control |
| KEE, KATHLEEN, JADE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| KEE, KATHLEEN, JADE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| KEE, KATHLEEN, JADE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| KEE, KATHLEEN, JADE | I | CLASS A MEMBER | C | Control |
| KEE, KATHLEEN, JADE | I | CLASS A MEMBER | C | Control |
| KEE, KATHLEEN, JADE | I | CLASS A MEMBER | C | Control |
| KEE, KATHLEEN, JADE | I | CLASS A MEMBER | C | Control |
| KEE, KATHLEEN, JADE | I | CEO, CLASS A MEMBER | C | Control |
| KEE, KATHLEEN, JADE | I | CLASS A MEMBER | C | Control |
| KEE, KATHLEEN, JADE | I | CLASS A MEMBER | C | Control |
| KEE, KATHLEEN, JADE | I | CEO, CLASS A MEMBER | C | Control |
| KEE, KATHLEEN, JADE | I | CLASS A MEMBER | C | Control |
| KEE, KATHLEEN, JADE | I | CLASS A MEMBER | C | Control |
| KEE, KATHLEEN, JADE | I | CEO, CLASS A MEMBER | C | Control |
| KEE, KATHLEEN, JADE | I | CEO, CLASS A MEMBER | C | Control |
| KEE, KATHLEEN, JADE | I | CEO, CLASS A MEMBER | C | Control |
| KEE, KATHLEEN, JADE | I | CEO, CLASS A MEMBER | C | Control |
| KEE, KATHLEEN, JADE | I | CEO, CLASS A MEMBER | C | Control |
| KEE, KATHLEEN, JADE | I | CEO, CLASS A MEMBER | C | Control |
| KEE, KATHLEEN, JADE | I | CEO, CLASS A MEMBER | C | Control |
| KEE, KATHLEEN, JADE | I | CEO, CLASS A MEMBER | C | Control |
| KEE, KATHLEEN, JADE | I | CEO, CCO, CLASS A MEMBER | C | Control |
| KEE, KATHLEEN, JADE | I | CEO, CCO, CLASS A MEMBER | C | Control |
| KEE, KATHLEEN, JADE | I | CEO, CCO, CLASS A MEMBER | C | Control |
| KEE, KATHLEEN, JADE | I | CEO, CCO, CLASS A MEMBER | C | Control |
| KEE, KATHLEEN, JADE | I | CEO, CCO, CLASS A MEMBER | C | Control |
| KEE, KATHLEEN, JADE | I | CEO, CCO, CLASS A MEMBER | C | Control |
| KEE, KATHLEEN, JADE | I | CEO, CCO, CLASS A MEMBER | C | Control |
| MORGANSTERN, DAVID | I | CEO, CCO | C | Control |
| MORGANSTERN, DAVID | I | CEO, CCO | C | Control |
| MORGANSTERN, DAVID | I | CEO, CCO | C | Control |
| MORGANSTERN, DAVID | I | CEO, CCO | C | Control |
| MORGANSTERN, DAVID | I | CEO, CCO | C | Control |
| MORGANSTERN, DAVID | I | CEO, CCO | C | Control |
| MORGANSTERN, DAVID | I | CEO, CCO | C | Control |
| MORGANSTERN, DAVID | I | CEO, CCO | C | Control |
| REICHLE, DAVID, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| REICHLE, DAVID, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| REICHLE, DAVID, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| REICHLE, DAVID, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| REICHLE, DAVID, JOHN | I | PRESIDENT, CLASS A MEMBER | C | Control |
| REICHLE, DAVID, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| REICHLE, DAVID, JOHN | I | PRESIDENT | C | Control |
| JEDDELOH, JAMES, B | I | CLASS A MEMBER | B | Control |
| JEDDELOH, JAMES, B | I | CLASS A MEMBER | B | Control |
| JEDDELOH, JAMES, B | I | CLASS A MEMBER | B | Control |
| JEDDELOH, JAMES, B | I | CLASS A MEMBER | B | Control |
| JEDDELOH, JAMES, B | I | CLASS A MEMBER | B | Control |
| JEDDELOH, JAMES, B | I | SHAREHOLDER | B | Control |
| JEDDELOH, JAMES, B | I | CLASS A MEMBER | B | Control |
| JEDDELOH, JAMES, B | I | CLASS A MEMBER | B | Control |
| JEDDELOH, JAMES, B | I | SHAREHOLDER | B | Control |
| JONES, GRANT, L | I | CLASS A MEMBER | B | Control |
| JONES, GRANT, L | I | CLASS A MEMBER | B | Control |
| JONES, GRANT, L | I | CLASS A MEMBER | B | Control |
| JONES, GRANT, L | I | CLASS A MEMBER | B | |
| JONES, GRANT, L | I | CLASS A MEMBER | B | |
| JONES, GRANT, L | I | CLASS A MEMBER | B | Control |
| JONES, GRANT, L | I | CLASS A MEMBER | B | Control |
| JONES, GRANT, L | I | SHAREHOLDER | B | Control |
| JONES, GRANT, L | I | CLASS A MEMBER | B | Control |
| JONES, GRANT, L | I | CLASS A MEMBER | B | Control |
| JONES, GRANT, L | I | SHAREHOLDER | B | Control |
| JONES, GRANT, L | I | CLASS A MEMBER | B | |
| JONES, GRANT, L | I | CLASS A MEMBER | B | |
| JONES, GRANT, L | I | CLASS A MEMBER | B | |
| JONES, GRANT, L | I | CLASS A MEMBER | B | |
| JONES, GRANT, L | I | CLASS A MEMBER | B | |
| JONES, GRANT, L | I | CLASS A MEMBER | B | |
| JONES, GRANT, L | I | CLASS A MEMBER | B | |
| JONES, GRANT, L | I | CLASS A MEMBER | B | |
| JONES, GRANT, L | I | CLASS A MEMBER | B | |
| KEE, KATHLEEN, JADE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | B | Control |
| KESTER, PAUL, D | I | SHAREHOLDER | B | Control |
| MORGANSTERN, DAVID | I | CCO, CLASS A MEMBER | B | Control |
| MORGANSTERN, DAVID | I | CCO, CLASS A MEMBER | B | Control |
| PERKINS & COMPANY | DE | CLASS A MEMBER | B | |
| PERKINS & COMPANY | DE | CLASS A MEMBER | B | |
| PERKINS & COMPANY | DE | CLASS A MEMBER | B | |
| PERKINS & COMPANY | DE | CLASS A MEMBER | B | |
| PERKINS & COMPANY | DE | CLASS A MEMBER | B | |
| PERKINS & COMPANY | DE | CLASS A MEMBER | B | |
| PERKINS & COMPANY | DE | CLASS A MEMBER | B | |
| PERKINS, CHERYL, G | I | CLASS A MEMBER | B | Control |
| PERKINS, CHERYL, G | I | SHAREHOLDER | B | Control |
| PERKINS, CHERYL, G | I | CLASS A MEMBER | B | Control |
| PERKINS, CHERYL, G | I | SHAREHOLDER | B | Control |
| REICHLE, DAVID, JOHN | I | MANAGING DIRECTOR | B | Control |
| REYNOLDS, GARY, W | I | CLASS A MEMBER | B | Control |
| REYNOLDS, GARY, W | I | CLASS A MEMBER | B | Control |
| REYNOLDS, GARY, W | I | CLASS A MEMBER | B | Control |
| REYNOLDS, GARY, W | I | CLASS A MEMBER | B | |
| REYNOLDS, GARY, W | I | CLASS A MEMBER | B | |
| REYNOLDS, GARY, W | I | CLASS A MEMBER | B | Control |
| REYNOLDS, GARY, W | I | CLASS A MEMBER | B | Control |
| REYNOLDS, GARY, W | I | SHAREHOLDER | B | Control |
| REYNOLDS, GARY, W | I | CLASS A MEMBER | B | Control |
| REYNOLDS, GARY, W | I | CLASS A MEMBER | B | Control |
| REYNOLDS, GARY, W | I | SHAREHOLDER | B | Control |
| REYNOLDS, GARY, W | I | CLASS A MEMBER | B | |
| REYNOLDS, GARY, W | I | CLASS A MEMBER | B | |
| REYNOLDS, GARY, W | I | CLASS A MEMBER | B | |
| REYNOLDS, GARY, W | I | CLASS A MEMBER | B | |
| REYNOLDS, GARY, W | I | CLASS A MEMBER | B | |
| REYNOLDS, GARY, W | I | CLASS A MEMBER | B | |
| REYNOLDS, GARY, W | I | CLASS A MEMBER | B | |
| REYNOLDS, GARY, W | I | CLASS A MEMBER | B | |
| REYNOLDS, GARY, W | I | CLASS A MEMBER | B | |
| REYNOLDS, GARY, WILSON | I | CLASS A MEMBER | B | |
| REYNOLDS, GARY, WILSON | I | CLASS A MEMBER | B | |
| REYNOLDS, GARY, WILSON | I | CLASS A MEMBER | B | |
| REYNOLDS, GARY, WILSON | I | CLASS A MEMBER | B | |
| REYNOLDS, GARY, WILSON | I | CLASS A MEMBER | B | |
| REYNOLDS, GARY, WILSON | I | CLASS A MEMBER | B | |
| REYNOLDS, GARY, WILSON | I | CLASS A MEMBER | B | |
| REYNOLDS, GARY, WILSON | I | CLASS A MEMBER | B | |
| REYNOLDS, GARY, WILSON | I | CLASS A MEMBER | B | |
| REYNOLDS, GARY, WILSON | I | CLASS A MEMBER | B | |
| SMITH, BRYAN, DONALD | I | CLASS A MEMBER | B | |
| SMITH, BRYAN, DONALD | I | CLASS A MEMBER | B | |
| SMITH, BRYAN, DONALD | I | CLASS A MEMBER | B | |
| SMITH, BRYAN, DONALD | I | CLASS A MEMBER | B | |
| SMITH, BRYAN, DONALD | I | CLASS A MEMBER | B | |
| SMITH, BRYAN, DONALD | I | CLASS A MEMBER | B | |
| SMITH, BRYAN, DONALD | I | CLASS A MEMBER | B | |
| CRAIG WONG IRREVOCABLE TRUST FBO CLARICE J. WONG | DE | CLASS B MEMBER | A | |
| CRAIG WONG IRREVOCABLE TRUST FBO CLARICE J. WONG | DE | CLASS B MEMBER | A | |
| CRAIG WONG IRREVOCABLE TRUST FBO CLARICE J. WONG | DE | CLASS B MEMBER | A | |
| CRAIG WONG IRREVOCABLE TRUST FBO CLARICE J. WONG | DE | CLASS B MEMBER | A | |
| CRAIG WONG IRREVOCABLE TRUST FBO CLARICE J. WONG | DE | CLASS B MEMBER | A | |
| CRAIG WONG IRREVOCABLE TRUST FBO CLARICE J. WONG | DE | CLASS B MEMBER | A | |
| CRAIG WONG IRREVOCABLE TRUST FBO CLARICE J. WONG | DE | CLASS B MEMBER | A | |
| JONES, GRANT, LLOYD | I | CLASS A MEMBER | A | |
| JONES, GRANT, LLOYD | I | CLASS A MEMBER | A | |
| JONES, GRANT, LLOYD | I | CLASS A MEMBER | A | |
| JONES, GRANT, LLOYD | I | CLASS A MEMBER | A | |
| JONES, GRANT, LLOYD | I | CLASS A MEMBER | A | |
| JONES, GRANT, LLOYD | I | CLASS A MEMBER | A | |
| JONES, GRANT, LLOYD | I | CLASS A MEMBER | A | |
| JONES, GRANT, LLOYD | I | CLASS A MEMBER | A | |
| KEE, KATHLEEN, JADE | I | CLASS A MEMBER | A | Control |
| KEE, KATHLEEN, JADE | I | CLASS A MEMBER | A | Control |
| KEE, KATHLEEN, JADE | I | CLASS A MEMBER | A | Control |
| KEE, KATHLEEN, JADE | I | CLASS A MEMBER | A | Control |
| LAWTON, JASON, HOWARD | I | CLASS A MEMBER | A | |
| LAWTON, JASON, HOWARD | I | CCO,CLASS A MEMBER | A | |
| LAWTON, JASON, HOWARD | I | CLASS A MEMBER | A | |
| LAWTON, JASON, HOWARD | I | CLASS A MEMBER | A | |
| LAWTON, JASON, HOWARD | I | CLASS A MEMBER | A | |
| LAWTON, JASON, HOWARD | I | CLASS A MEMBER | A | |
| LAWTON, JASON, HOWARD | I | CLASS A MEMBER | A | |
| LAWTON, JASON, HOWARD | I | CLASS A MEMBER | A | |
| LAWTON, JASON, HOWARD | I | CLASS A MEMBER | A | |
| PERKINS & COMPANY | DE | CLASS A MEMBER | A | |
| PERKINS & COMPANY | DE | CLASS A MEMBER | A | |
| PERKINS & COMPANY | DE | CLASS A MEMBER | A | |
| PERKINS & COMPANY | DE | CLASS A MEMBER | A | |
| PERKINS & COMPANY | DE | CLASS A MEMBER | A | |
| PERKINS & COMPANY | DE | CLASS A MEMBER | A | |
| PERKINS & COMPANY | DE | CLASS A MEMBER | A | |
| PERKINS & COMPANY | DE | CLASS A MEMBER | A | |
| PERKINS & COMPANY | DE | CLASS A MEMBER | A | |
| PERKINS & COMPANY | DE | CLASS A MEMBER | A | |
| PERKINS & COMPANY | DE | CLASS A MEMBER | A | |
| PERKINS & COMPANY | DE | CLASS A MEMBER | A | |
| PERKINS & COMPANY | DE | CLASS A MEMBER | A | |
| PERKINS & COMPANY | DE | CLASS A MEMBER | A | |
| PERKINS & COMPANY | DE | CLASS A MEMBER | A | |
| PERKINS & COMPANY | DE | CLASS A MEMBER | A | |
| PERKINS & COMPANY | DE | CLASS A MEMBER | A | |
| PERKINS & COMPANY | DE | CLASS A MEMBER | A | |
| PERKINS & COMPANY | DE | CLASS A MEMBER | A | |
| PERKINS & COMPANY | DE | CLASS A MEMBER | A | |
| SMITH, BRYAN, DONALD | I | CLASS A MEMBER | A | |
| SMITH, BRYAN, DONALD | I | CLASS A MEMBER | A | |
| STRINGHAM, LANTZ, KENT | I | CLASS B MEMBER | A | |
| STRINGHAM, LANTZ, KENT | I | CLASS B MEMBER | A | |
| STRINGHAM, LANTZ, KENT | I | CLASS B MEMBER | A | |
| STRINGHAM, LANTZ, KENT | I | CLASS B MEMBER | A | |
| STRINGHAM, LANTZ, KENT | I | CLASS B MEMBER | A | |
| STRINGHAM, LANTZ, KENT | I | CLASS B MEMBER | A | |
| STRINGHAM, LANTZ, KENT | I | CLASS B MEMBER | A | |
| WONG, WAIYEE, CARMEN | I | CLASS A MEMBER | A | |
| WONG, WAIYEE, CARMEN | I | CLASS A MEMBER | A | |
| WONG, WAIYEE, CARMEN | I | CLASS A MEMBER | A | |
| WONG, WAIYEE, CARMEN | I | CLASS A MEMBER | A | |
| WONG, WAIYEE, CARMEN | I | CLASS A MEMBER | A | |
| WONG, WAIYEE, CARMEN | I | CLASS A MEMBER | A | |
| WONG, WAIYEE, CARMEN | I | CLASS A MEMBER | A | |
| WONG, WAIYEE, CARMEN | I | CLASS A MEMBER | A | |
| WONG, WAIYEE, CARMEN | I | CLASS A MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| JOHANNS, GARY, E | I | PACIFIC INVESTMENT ADVISORS, LLC | F | |
| JOHANNS, GARY, E | I | PACIFIC INVESTMENT ADVISORS, LLC | F | |
| JOHANNS, GARY, E | I | PACIFIC INVESTMENT ADVISORS, LLC | F | |
| JOHANNS, GARY, E | I | PACIFIC INVESTMENT ADVISORS, LLC | F | |
| JOHANNS, GARY, E | I | PACIFIC INVESTMENT ADVISORS, LLC | F | |
| JOHANNS, GARY, E | I | PACIFIC INVESTMENT ADVISORS, LLC | F | |
| JOHANNS, GARY, E | I | PACIFIC INVESTMENT ADVISORS, LLC | F |
Registrations
Federal
IA
Jul 7, 2020 REGISTERED
Notice Filings (6)
AZ CA IL OR TX WA
Address
1211 SW FIFTH AVESTE 1200
PORTLAND, OR 97204
United States
Phone: 503-221-7595