# CONFLUENCE WEALTH SERVICES, INC.

CONFLUENCE WEALTH SERVICES, INC. of MCMURRAY, PA is an SEC-registered investment adviser.

## Registration

- CRD: 311980
- Type: SEC-registered investment adviser
- SEC file number: 801-120711
- Location: 732 E MCMURRAY RD, MCMURRAY, PA, 15317
- Phone: 724-271-8801
- Latest filing: 2026-07-30
- Regulatory AUM: $6.8B
- Discretionary AUM: $6.5B
- Non-discretionary AUM: $323.3M
- Clients: 70
- Accounts: 15,388

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Gregory Joseph Weimer | CHIEF EXECUTIVE OFFICER AND CHAIR; PRESIDENT; SHAREHOLDER | — |
| Kathleen Ann Thornhill | CHIEF COMPLIANCE OFFICER | — |
| James Austin Wilding | SHAREHOLDER | — |
| MOONEY ABIGAIL KATZEN | CCO; CHIEF COMPLIANCE OFFICER | — |
| WILDING JAMES AUSTIN | GENERAL PARTNER; PARTNER; PRESIDENT AND SECRETARY (+3 more) | — |
| WEIMER GREGORY JOSEPH | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND CHAIR; CHIEF EXECUTIVE OFFICER & CHIEF FINANCIAL OFFICER (+6 more) | — |
| THORNHILL KATHLEEN Ann | CHIEF COMPLIANCE OFFICER | — |
| William Richard Winkeler | CHIEF INVESTMENT OFFICER | — |
| Stephanie G Bogden | CHIEF OPERATING OFFICER | — |


## Branch offices (8)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| PITTSBURGH | PA | 10 | 724-271-8801 |
| GROVE CITY | PA | 7 | 7244585233 |
| SEWICKLEY | PA | 7 | 724-719-6600 |
| BONITA SPRINGS | FL | 2 | 239-422-5410 |
| — | — | 1 | 7247196603 |
| — | — | 1 | 724-508-2084 |
| — | — | 1 | 724-271-8806 |
| — | — | 1 | 7245082071 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/311980/brochure
- Similar advisers: https://search.stillhousedata.com/firm/311980/similar
- Related entities: https://search.stillhousedata.com/firm/311980/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/311980

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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.