# CONFLUENCE WEALTH MANAGEMENT LLC

CONFLUENCE WEALTH MANAGEMENT LLC of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 107810
- Type: SEC-registered investment adviser
- SEC file number: 801-56974
- Location: 1211 SW FIFTH AVE, STE 1200, PORTLAND, OR, 97204
- Phone: 503-221-7595
- Latest filing: 2020-07-07
- Regulatory AUM: $782.2M
- Discretionary AUM: $772.3M
- Non-discretionary AUM: $9.9M
- Clients: 17
- Accounts: 1,373

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| SMITH LESLIE DONALD | CLASS A MEMBER | — |
| REICHLE DAVID JOHN | MANAGING DIRECTOR; PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| JEDDELOH JAMES B | CLASS A MEMBER; SHAREHOLDER | — |
| JONES GRANT L | CLASS A MEMBER; SHAREHOLDER | — |
| REYNOLDS GARY W | CLASS A MEMBER; SHAREHOLDER | — |
| JOHANNS GARY E | NON-OWNER CLASS B MEMBER OF LLC | — |
| SCHMITT PATI | CLASS A MEMBER | — |
| KALBERG TIMOTHY A | CLASS A MEMBER | — |
| KEE KATHLEEN JADE | CEO, CCO, CLASS A MEMBER; CEO, CLASS A MEMBER; CLASS A MEMBER (+1 more) | — |
| MORGANSTERN DAVID | CCO, CLASS A MEMBER; CEO, CCO | — |
| BERGEN MARILYN RUTH | CLASS A MEMBER | — |
| HOUSER GREGORY J | CLASS B MEMBER | — |
| STRINGHAM LANTZ KENT | CLASS B MEMBER | — |
| JONES HUW LLOYD | CLASS A MEMBER | — |
| KESTER PAUL D | SHAREHOLDER | — |
| PERKINS CHERYL G | CLASS A MEMBER; SHAREHOLDER | — |
| REYNOLDS GARY WILSON | CLASS A MEMBER | — |
| HOUSER GREGORY JOHN | CLASS B MEMBER | — |
| LAWTON JASON HOWARD | CCO; CCO,CLASS A MEMBER; CLASS A MEMBER | — |
| WONG WAIYEE CARMEN | CLASS A MEMBER | — |
| HULTSMAN SCOTT LAYNE | CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107810/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107810/similar
- Related entities: https://search.stillhousedata.com/firm/107810/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107810

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.