CONGRESS WEALTH MANAGEMENT LLC
SEC file number 801-69988
· BOSTON, MA
https://congreso.es ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$2.33B
Discretionary AUM
$2.32B
Employees
28
Clients
117
Firm
- Address
- 155 SEAPORT BLVD
BOSTON, MA 02210 - Phone
- —
- Website
- https://congreso.es
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
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Strata Solas Wealth Management LLC · D · Jan 20, 2026
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US Wealth Management Ventures, LLC · D · Nov 24, 2025$5M
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Cantata Wealth Management, LLC · D/A · Oct 10, 2025$2M
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Cantata Wealth Management, LLC · D · Feb 19, 2025$2M