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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 1, 2025
- Branch Offices
- 7
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MOONEY, ABIGAIL, KATZEN | I | CCO | NA | Control |
| MOONEY, ABIGAIL, KATZEN | I | CCO | NA | Control |
| MOONEY, ABIGAIL, KATZEN | I | CCO | NA | Control |
| MOONEY, ABIGAIL, KATZEN | I | CCO | NA | Control |
| MOONEY, ABIGAIL, KATZEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOONEY, ABIGAIL, KATZEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOONEY, ABIGAIL, KATZEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOONEY, ABIGAIL, KATZEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THORNHILL, KATHLEEN, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THORNHILL, KATHLEEN, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THORNHILL, KATHLEEN, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THORNHILL, KATHLEEN, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THORNHILL, KATHLEEN, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THORNHILL, KATHLEEN, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THORNHILL, KATHLEEN, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THORNHILL, KATHLEEN, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THORNHILL, KATHLEEN, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THORNHILL, KATHLEEN, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THORNHILL, KATHLEEN, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THORNHILL, KATHLEEN, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEIMER, GREGORY, JOSEPH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WEIMER, GREGORY, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| WEIMER, GREGORY, JOSEPH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WEIMER, GREGORY, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| WEIMER, GREGORY, JOSEPH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WEIMER, GREGORY, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| WEIMER, GREGORY, JOSEPH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WEIMER, GREGORY, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| WEIMER, GREGORY, JOSEPH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WEIMER, GREGORY, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| WEIMER, GREGORY, JOSEPH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WEIMER, GREGORY, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| WEIMER, GREGORY, JOSEPH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WEIMER, GREGORY, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| WEIMER, GREGORY, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND CHAIR | NA | Control |
| WEIMER, GREGORY, JOSEPH | I | PRESIDENT | NA | Control |
| WEIMER, GREGORY, JOSEPH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WEIMER, GREGORY, JOSEPH | I | CHIEF OPERATING OFFICER | NA | Control |
| WEIMER, GREGORY, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND CHAIR | NA | Control |
| WEIMER, GREGORY, JOSEPH | I | PRESIDENT | NA | Control |
| WEIMER, GREGORY, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND CHAIR | NA | Control |
| WEIMER, GREGORY, JOSEPH | I | PRESIDENT | NA | Control |
| WEIMER, GREGORY, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND CHAIR | NA | Control |
| WEIMER, GREGORY, JOSEPH | I | PRESIDENT | NA | Control |
| WEIMER, GREGORY, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND CHAIR | NA | Control |
| WEIMER, GREGORY, JOSEPH | I | PRESIDENT | NA | Control |
| WEIMER, GREGORY, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND CHAIR | NA | Control |
| WEIMER, GREGORY, JOSEPH | I | PRESIDENT | NA | Control |
| WEIMER, GREGORY, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND CHAIR | NA | Control |
| WEIMER, GREGORY, JOSEPH | I | PRESIDENT | NA | Control |
| WEIMER, GREGORY, JOSEPH | I | CHIEF EXECUTIVE OFFICER AND CHAIR | NA | Control |
| WEIMER, GREGORY, JOSEPH | I | PRESIDENT | NA | Control |
| WILDING, JAMES, AUSTIN | I | PRESIDENT AND SECRETARY | NA | Control |
| WILDING, JAMES, AUSTIN | I | PRESIDENT AND SECRETARY | NA | Control |
| WILDING, JAMES, AUSTIN | I | PRESIDENT AND SECRETARY | NA | Control |
| WILDING, JAMES, AUSTIN | I | PRESIDENT AND SECRETARY | NA | Control |
| WILDING, JAMES, AUSTIN | I | PRESIDENT AND SECRETARY | NA | Control |
| WILDING, JAMES, AUSTIN | I | PRESIDENT AND SECRETARY | NA | Control |
| WILDING, JAMES, AUSTIN | I | PRESIDENT AND SECRETARY | NA | Control |
| WILDING, JAMES, AUSTIN | I | VICE CHAIR | NA | Control |
| WILDING, JAMES, AUSTIN | I | PRESIDENT AND SECRETARY | NA | Control |
| WILDING, JAMES, AUSTIN | I | VICE CHAIR | NA | Control |
| WILDING, JAMES, AUSTIN | I | VICE CHAIR | NA | Control |
| WILDING, JAMES, AUSTIN | I | VICE CHAIR | NA | Control |
| CONFLUENCE FINANCIAL PARTNERS | DE | MANAGING MEMBER/SHAREHOLDER | E | Control |
| CONFLUENCE FINANCIAL PARTNERS | DE | MANAGING MEMBER/SHAREHOLDER | E | Control |
| CONFLUENCE FINANCIAL PARTNERS | DE | MANAGING MEMBER/SHAREHOLDER | E | Control |
| CONFLUENCE FINANCIAL PARTNERS | DE | MANAGING MEMBER/SHAREHOLDER | E | Control |
| CONFLUENCE FINANCIAL PARTNERS | DE | MANAGING MEMBER/SHAREHOLDER | E | Control |
| CONFLUENCE FINANCIAL PARTNERS | DE | MANAGING MEMBER/SHAREHOLDER | E | Control |
| CONFLUENCE FINANCIAL PARTNERS | DE | MANAGING MEMBER/SHAREHOLDER | E | Control |
| CONFLUENCE FINANCIAL PARTNERS | DE | MANAGING MEMBER/SHAREHOLDER | E | Control |
| CONFLUENCE FINANCIAL PARTNERS | DE | MANAGING MEMBER/SHAREHOLDER | E | Control |
| CONFLUENCE FINANCIAL PARTNERS | DE | MANAGING MEMBER/SHAREHOLDER | E | Control |
| CONFLUENCE FINANCIAL PARTNERS | DE | MANAGING MEMBER/SHAREHOLDER | E | Control |
| CONFLUENCE FINANCIAL PARTNERS | DE | MANAGING MEMBER/SHAREHOLDER | E | Control |
| CONFLUENCE FINANCIAL PARTNERS | DE | MANAGING MEMBER/SHAREHOLDER | E | Control |
| CONFLUENCE FINANCIAL PARTNERS | DE | MANAGING MEMBER/SHAREHOLDER | E | Control |
| CONFLUENCE FINANCIAL PARTNERS | DE | MANAGING MEMBER/SHAREHOLDER | E | Control |
| CONFLUENCE FINANCIAL PARTNERS | DE | MANAGING MEMBER/SHAREHOLDER | E | Control |
| WEIMER, GREGORY, JOSEPH | I | PARTNER | D | Control |
| WEIMER, GREGORY, JOSEPH | I | GENERAL PARTNER | D | Control |
| WEIMER, GREGORY, JOSEPH | I | CHIEF EXECUTIVE OFFICER & CHIEF FINANCIAL OFFICER | D | Control |
| WEIMER, GREGORY, JOSEPH | I | CHIEF EXECUTIVE OFFICER & CHIEF FINANCIAL OFFICER | D | Control |
| WILDING, JAMES, AUSTIN | I | PARTNER | D | Control |
| WILDING, JAMES, AUSTIN | I | GENERAL PARTNER | D | Control |
| WILDING, JAMES, AUSTIN | I | PRESIDENT & SECRETARY | D | Control |
| WILDING, JAMES, AUSTIN | I | PRESIDENT & SECRETARY | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WEIMER, GREGORY, JOSEPH | I | CONFLUENCE FINANCIAL PARTNERS | D | Control |
| WEIMER, GREGORY, JOSEPH | I | CONFLUENCE FINANCIAL PARTNERS | D | Control |
| WEIMER, GREGORY, JOSEPH | I | CONFLUENCE FINANCIAL PARTNERS | D | Control |
| WEIMER, GREGORY, JOSEPH | I | CONFLUENCE FINANCIAL PARTNERS | D | Control |
| WEIMER, GREGORY, JOSEPH | I | CONFLUENCE FINANCIAL PARTNERS | D | Control |
| WEIMER, GREGORY, JOSEPH | I | CONFLUENCE FINANCIAL PARTNERS | D | Control |
| WEIMER, GREGORY, JOSEPH | I | CONFLUENCE FINANCIAL PARTNERS | D | Control |
| WEIMER, GREGORY, JOSEPH | I | CONFLUENCE FINANCIAL PARTNERS | D | Control |
| WEIMER, GREGORY, JOSEPH | I | CONFLUENCE FINANCIAL PARTNERS | D | Control |
| WEIMER, GREGORY, JOSEPH | I | CONFLUENCE FINANCIAL PARTNERS | C | Control |
| WEIMER, GREGORY, JOSEPH | I | CONFLUENCE FINANCIAL PARTNERS | C | Control |
| WEIMER, GREGORY, JOSEPH | I | CONFLUENCE FINANCIAL PARTNERS | C | Control |
| WILDING, JAMES, AUSTIN | I | CONFLUENCE FINANCIAL PARTNERS | C | Control |
| WILDING, JAMES, AUSTIN | I | CONFLUENCE FINANCIAL PARTNERS | C | Control |
| WILDING, JAMES, AUSTIN | I | CONFLUENCE FINANCIAL PARTNERS | C | Control |
| WILDING, JAMES, AUSTIN | I | CONFLUENCE FINANCIAL PARTNERS | C | Control |
| WILDING, JAMES, AUSTIN | I | CONFLUENCE FINANCIAL PARTNERS | C | Control |
| WILDING, JAMES, AUSTIN | I | CONFLUENCE FINANCIAL PARTNERS | C | Control |
| WILDING, JAMES, AUSTIN | I | CONFLUENCE FINANCIAL PARTNERS | C | Control |
| WILDING, JAMES, AUSTIN | I | CONFLUENCE FINANCIAL PARTNERS | C | Control |
| WILDING, JAMES, AUSTIN | I | CONFLUENCE FINANCIAL PARTNERS | C | Control |
| WILDING, JAMES, AUSTIN | I | CONFLUENCE FINANCIAL PARTNERS | C | Control |
| WILDING, JAMES, AUSTIN | I | CONFLUENCE FINANCIAL PARTNERS | C | Control |
| WILDING, JAMES, AUSTIN | I | CONFLUENCE FINANCIAL PARTNERS | C | Control |
Registrations
Federal
IA
Oct 1, 2025 REGISTERED
Notice Filings (36)
AL AZ CA CO CT DC DE FL GA HI IL IN KY LA MA MD MI MN MO NC NH NJ NM NV NY OH OR PA SC TN TX UT VA WA WI WV
Address
732 E MCMURRAY RDMCMURRAY, PA 15317
United States
Phone: 724-271-8801