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Chief Investment Officer · Confluence Financial Partners

William R. Winkeler

CRD 5668815 · Named on Form ADV at one SEC-registered adviser

At a glance

Confluence Financial Partners, an SEC-registered wealth manager based in McMurray, PA with $7.8 billion in regulatory assets, lists William R. Winkeler on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

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William’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.