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Confluence Wealth Management Employee Directory

Financial ServicesOregon, United States501-1000 Employees

Confluence Wealth Management has about 501 employees across 2 continents, most of them in North America. By country, the largest groups are United States Of America (86%) and United Kingdom Of Great Britain And Northern Ireland (14%).

Find Confluence Wealth Management employees' phone numbers or email addresses

Confluence Wealth Management Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

North America accounts for 86% of Confluence Wealth Management's workforce, followed by Europe (14%).

Confluence Wealth Management's Leadership

  • Financial Advisor/Owner at Confluence Wealth Management
    R. D.
    Financial Advisor/Owner
    Mobile Phone
  • Vice President at Confluence Wealth Management
    N. T.
    Vice President
    Mobile Phone

Confluence Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Contact profiles from Confluence Wealth Management

Name
Title
Contact
Location
Last Update
  • Financial Advisor/Owner at Confluence Wealth Management
    R. D.
    Financial Advisor/Owner
    Mobile Phone
    May 29, 2026
  • Vice President at Confluence Wealth Management
    N. T.
    Vice President
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

Where are Confluence Wealth Management's employees located?

Minus sign iconPlus sign iconConfluence Wealth Management has about 501 employees across 2 continents, most of them in North America. North America accounts for 86% of Confluence Wealth Management's workforce, followed by Europe (14%). By country, the largest groups are United States Of America (86%) and United Kingdom Of Great Britain And Northern Ireland (14%).

How many employees does Confluence Wealth Management have currently?

Minus sign iconPlus sign iconConfluence Wealth Management has approximately 501 employees as of July 2026. These team members are located across 2 continents, including North America and Europe.

Who are Confluence Wealth Management's key employees and leadership?

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As of July 2026, Confluence Wealth Management's key employees include:

  • Financial Advisor/Owner: R. D.
  • Vice President: N. T.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Confluence Wealth Management's most common email format?

Minus sign iconPlus sign iconConfluence Wealth Management employees' email format typically follows the pattern of FLast@confluencewealth.com. Trying to find reliable and up-to-date employee contact data? Find more Confluence Wealth Management email formats with LeadIQ.

What is Confluence Wealth Management known for?

Minus sign iconPlus sign iconConfluence Wealth Management was founded in 1994 and operates in the Financial Services industry. You can contact Confluence Wealth Management's main corporate office by phone at
+1-503-221-****
. Explore Confluence Wealth Management's company overview page for more information.

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