Operations Compliance Specialist

0001606810-14-000013.txt : 20140805 0001606810-14-000013.hdr.sgml : 20140805 20140805172852 ACCESSION NUMBER: 0001606810-14-000013 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20140805 DATE AS OF CHANGE: 20140805 EFFECTIVENESS DATE: 20140805 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Confluence Wealth Management LLC CENTRAL INDEX KEY: 0001606810 IRS NUMBER: 911852884 STATE OF INCORPORATION: OR FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16187 FILM NUMBER: 141017217 BUSINESS ADDRESS: STREET 1: 1211 SW FIFTH AVENUE STREET 2: SUITE 1160 CITY: PORTLAND STATE: OR ZIP: 97204 BUSINESS PHONE: 503-221-7595 MAIL ADDRESS: STREET 1: 1211 SW FIFTH AVENUE STREET 2: SUITE 1160 CITY: PORTLAND STATE: OR ZIP: 97204 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001606810 XXXXXXXX 06-30-2014 06-30-2014 Confluence Wealth Management LLC

1211 SW FIFTH AVENUE SUITE 1160 PORTLAND OR 97204

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