CONFLUENCE WEALTH SERVICES, INC.
Legal name: CONFLUENCE FINANCIAL PARTNERS
CRD #311980 SEC #801-120711 MCMURRAY, PA 724-271-8801
SEC Registered
Total AUM
$5.5B
Discretionary
$4.9B
Employees
68
Clients
--
Accounts
12,924
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $5.5B | $4.9B | $565M | 68 | 48 |
| Apr 2025 | $5.5B | $4.9B | $565M | 68 | 48 |
| Dec 2024 | $3.1B | $2.9B | $174.7M | 69 | 48 |
| Nov 2024 | $3.1B | $2.9B | $174.7M | 69 | 48 |
| Sep 2024 | $3.1B | $2.9B | $174.7M | 69 | 48 |
| Mar 2024 | $3.1B | $2.9B | $174.7M | 42 | 48 |
| Jan 2024 | $2.5B | $2.3B | $154.1M | 42 | 54 |
| Aug 2023 | $2.5B | $2.3B | $154.1M | 42 | 54 |
| Mar 2023 | $2.5B | $2.3B | $154.1M | 42 | 54 |
| Jul 2022 | $2.5B | $2.3B | $169M | 35 | 48 |
| Jun 2022 | $2.5B | $2.3B | $169M | 35 | 48 |
| Mar 2022 | $2.5B | $2.3B | $169M | 35 | 48 |
| Oct 2021 | $2.2B | $2.1B | $117.1M | 35 | 43 |
| Oct 2021 | $2.2B | $2.1B | $117.1M | 35 | 43 |
| Aug 2021 | $2.2B | $2.1B | $117.1M | 35 | 43 |
DateOct 2025
Total AUM$5.5B
Discretionary$4.9B
Non-Disc.$565M
Employees68
Clients48
DateApr 2025
Total AUM$5.5B
Discretionary$4.9B
Non-Disc.$565M
Employees68
Clients48
DateDec 2024
Total AUM$3.1B
Discretionary$2.9B
Non-Disc.$174.7M
Employees69
Clients48
DateNov 2024
Total AUM$3.1B
Discretionary$2.9B
Non-Disc.$174.7M
Employees69
Clients48
DateSep 2024
Total AUM$3.1B
Discretionary$2.9B
Non-Disc.$174.7M
Employees69
Clients48
DateMar 2024
Total AUM$3.1B
Discretionary$2.9B
Non-Disc.$174.7M
Employees42
Clients48
DateJan 2024
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$154.1M
Employees42
Clients54
DateAug 2023
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$154.1M
Employees42
Clients54
DateMar 2023
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$154.1M
Employees42
Clients54
DateJul 2022
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$169M
Employees35
Clients48
DateJun 2022
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$169M
Employees35
Clients48
DateMar 2022
Total AUM$2.5B
Discretionary$2.3B
Non-Disc.$169M
Employees35
Clients48
DateOct 2021
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$117.1M
Employees35
Clients43
DateOct 2021
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$117.1M
Employees35
Clients43
DateAug 2021
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$117.1M
Employees35
Clients43