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.

Overview

Registered In

Oregon

Incorporation Date

08/26/2019

Company Type

Foreign Limited Liability Company

Status

Inactive

Registration Type

Foreign

Foreign Jurisdiction

Massachusetts

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People

Richard Villiote Registered Agent

4226 CHAD DR, LAKE OSWEGO, OR 97034

Map & Locations

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

Financials

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.

Linked Companies

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
Congress Wealth Management LLC Registered in California	Boston, MA Costa Mesa, CA (1 more)	View Report
Congress Wealth Management West LLC Registered in California	Boston, MA Costa Mesa, CA	View Report
Congress Wealth Management LLC Registered in Connecticut	Boston, MA Hartford, CT	View Report

Address Match:4226 Chad Dr Lake Oswego, OR

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Sources

The following government agencies have contributed data:

• Oregon Secretary of State • U.S. Department of Labor

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