CONFLUENCE WEALTH MANAGEMENT LLC
SEC file number 801-56974
· PORTLAND, OR
https://confluencehealth.org ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$782.2M
Discretionary AUM
$772.3M
Employees
17
Clients
96
Firm
- Address
- 1211 SW FIFTH AVE
PORTLAND, OR 97204 - Phone
- —
- Website
- https://confluencehealth.org
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
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