Confluence Wealth Management
hedge fund manager based in Lake Oswego, OR. Founded 1997.
Profile data last updated September 2026.
$409M
Assets Under Mgmt
12
Employees
1997
Year Founded
United States
SEC Registered
📊 Fund Details
Legal Name
Confluence Wealth Management
Headquarters
Lake Oswego, OR, United States
AUM
$409.4 Million
Employees
12
Year Founded
1997
SEC Registered
✓ Yes
Website
Firm Type
Hedge Fund
Number of Clients
1205
📍 Address & Contact
1211 SW 5th Avenue, Suite 1200
Lake Oswego, OR 97204
United States
5032217595
5039724197
kke***@confluencewealth.com
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👥 Leadership
Full email addresses for Confluence Wealth Management executives and other United States hedge funds are included in the US Hedge Fund List.
About Confluence Wealth Management
Confluence Wealth Management is a fee-only, independent firm that offers a full suite of wealth management services that empower clients to grow and preserve their wealth.
Confluence Wealth Management manages approximately $409 million. See the US hedge funds ranking for comparison.
Based in Lake Oswego, where our database profiles 1 other hedge fund.