RIA Intel›Advisers›Massachusetts›CONGRESS WEALTH MANAGEMENT LLC

CONGRESS WEALTH MANAGEMENT LLC

Advisory

N·BOSTON, MA

Data as of Sep 11, 2020 · Source: SEC Form ADV

Total AUM

$2.3B

1-Year AUM Growth

+30.0%

3-Year CAGR

+19.0%

Employees

13

Assets Under Management

Total AUM$2.3B

Discretionary AUM$2.3B

Non-Discretionary AUM$11M

Discretionary %99.5%

Total Clients—

Team

Total Employees13

Investment Advisers27

Employee Growth (1Y)—

Filing History

Total Filings on Record50

First FilingFeb 25, 2009

Latest FilingSep 11, 2020

🔒 Full AUM trend chart and 50 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CONGRESS WEALTH MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.