Confluence Wealth Services is a wealth manager based in Pittsburgh, United States, founded in 2021. Verified contact details, AUM data, and investment preferences on FindLPs.
Located in Pittsburgh, PA, Confluence Financial Partners specializes in financial planning, investment management and retirement planning.
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.