Congress Wealth Management LLC

Lake Oswego, OR

Oregon

Registered In

08/26/2019

Incorp. Date

Foreign

Registration Type

Massachusetts

Foreign Jurisdiction

Company Summary

Congress Wealth Management LLC at 4226 Chad Dr, Lake Oswego, Or 97034 lists Richard Villiote of Lake Oswego, OR.

Registered In: Oregon
Incorporation Date: 08/26/2019
Registration Type: Foreign
Foreign Jurisdiction: Massachusetts
Company Type: Foreign Limited Liability Company
Status: Inactive
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Richard Villiote Registered Agent

4226 CHAD DR, LAKE OSWEGO, OR 97034

4226 CHAD DR, LAKE OSWEGO, OR 97034 View Map
2 SEAPORT LN, BOSTON, MA 02210 (Mailing) View Map

Financial Information for Congress Wealth Management LLC

Form 5500

CONGRESS WEALTH MANAGEMENT, LLC

155 Seaport Blvd, Third Floor, Boston, Ma 02210 (617) 428-7600 EIN:26-4296224 Plan Admin:Richard Villiotte

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCONGRESS WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY79 / 85 Assets BOY/EOY$12,208,038 / $9,464,731	2022	CONGRESS WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	79 / 85	$12,208,038 / $9,464,731
2020	Plan NameCONGRESS WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY30 / 33 Assets BOY/EOY$3,119,633 / $4,578,385	2020	CONGRESS WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	30 / 33	$3,119,633 / $4,578,385
2019	Plan NameCONGRESS WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY31 / 30 Assets BOY/EOY$1,924,980 / $3,119,633	2019	CONGRESS WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	31 / 30	$1,924,980 / $3,119,633

Benefit & Retirement Plans based on Form 5500.

Related Business Names:

Congress Wealth Management LLC Registered in New Jersey		View Report
Congress Wealth Management LLC Registered in New Jersey		View Report
Congress Wealth Management LLC Registered in Connecticut	Boston, MA Hartford, CT	View Report
Congress Wealth Management LLC Registered in Arizona	Scottsdale, AZ	View Report
Congress Wealth Management LLC Registered in Massachusetts	Boston, MA	View Report
Congress Wealth Management West LLC Registered in Massachusetts	Boston, MA	View Report
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Congress Wealth Management West LLC Registered in California	Boston, MA Costa Mesa, CA	View Report
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The following government agencies have contributed data:

Oregon Secretary of State U.S. Department of Labor

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