CONGRESS WEALTH MANAGEMENT LLC
CRD #149446 SEC #801-69988 BOSTON, MA (617) 428-7600
SEC Registered Private Funds Disclosures
Total AUM
$2.3B
Discretionary
$2.3B
Employees
28
Clients
--
Accounts
2,484
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2020 | $2.3B | $2.3B | $11.3M | 27 | 117 |
| Aug 2020 | $2.3B | $2.3B | $11.3M | 27 | 117 |
| Jul 2020 | $2.3B | $2.3B | $11.3M | 27 | 117 |
| Jun 2020 | $2.3B | $2.3B | $11.3M | 28 | 117 |
| Mar 2020 | $2.3B | $2.3B | $11.3M | 28 | 117 |
| Feb 2020 | $1.8B | $1.8B | $9.7M | 22 | 0 |
| Nov 2019 | $1.8B | $1.8B | $9.7M | 22 | 0 |
| Sep 2019 | $1.8B | $1.8B | $9.7M | 22 | 0 |
| Sep 2019 | $1.8B | $1.8B | $9.7M | 22 | 0 |
| Aug 2019 | $1.8B | $1.8B | $9.7M | 22 | 0 |
| Jul 2019 | $1.8B | $1.8B | $9.7M | 22 | 0 |
| Jun 2019 | $1.8B | $1.8B | $9.7M | 22 | 0 |
| Apr 2019 | $1.8B | $1.8B | $9.7M | 22 | 0 |
| Mar 2019 | $1.8B | $1.8B | $9.7M | 22 | 0 |
| Jan 2019 | $1.6B | $1.6B | $4.4M | 23 | 0 |
| Oct 2018 | $1.6B | $1.6B | $4.4M | 23 | 0 |
| Sep 2018 | $1.6B | $1.6B | $4.4M | 23 | 0 |
| Jul 2018 | $1.6B | $1.6B | $4.4M | 23 | 0 |
| Jun 2018 | $1.6B | $1.6B | $4.4M | 23 | 0 |
| May 2018 | $1.6B | $1.6B | $4.4M | 23 | 0 |
| Mar 2018 | $1.6B | $1.6B | $4.4M | 23 | 0 |
| Jul 2017 | $1.3B | $1.3B | $9M | 20 | 500 |
| Mar 2017 | $1.3B | $1.3B | $9M | 20 | 500 |
| Sep 2016 | $1.2B | $1.2B | $9.2M | 20 | 400 |
| Aug 2016 | $1.2B | $1.2B | $9.2M | 20 | 400 |
| Mar 2016 | $1.2B | $1.2B | $9.2M | 20 | 400 |
| Jan 2016 | $1.1B | $1.1B | $3.7M | 17 | 400 |
| Jul 2015 | $1.1B | $1.1B | $3.7M | 17 | 400 |
| Mar 2015 | $1.1B | $1.1B | $3.7M | 18 | 400 |
| Dec 2014 | $875.9M | $873.7M | $2.2M | 14 | 400 |
| Dec 2014 | $875.9M | $873.7M | $2.2M | 14 | 400 |
| May 2014 | $875.9M | $873.7M | $2.2M | 14 | 400 |
| May 2014 | $875.9M | $873.7M | $2.2M | 14 | 400 |
| Apr 2014 | $875.9M | $873.7M | $2.2M | 14 | 400 |
| Apr 2014 | $875.9M | $873.7M | $2.2M | 15 | 400 |
| Mar 2014 | $875.9M | $873.7M | $2.2M | 15 | 400 |
| Dec 2013 | $710.2M | $710.2M | $0 | 12 | 400 |
| Aug 2013 | $710.2M | $710.2M | $0 | 12 | 400 |
| Aug 2013 | $710.2M | $710.2M | $0 | 12 | 400 |
| Feb 2013 | $710.2M | $710.2M | $0 | 12 | 400 |
| Feb 2013 | $710.2M | $710.2M | $0 | 12 | 400 |
| Oct 2012 | $619.6M | $619.6M | $0 | 6 | 400 |
| Sep 2012 | $519.8M | $519.8M | $0 | 6 | 400 |
| Mar 2012 | $519.8M | $519.8M | $0 | 6 | 400 |
| Jul 2011 | $401.6M | $401.6M | $0 | 10 | -- |
| Mar 2011 | $401.6M | $401.6M | $0 | 10 | -- |
| Mar 2010 | $300M | $300M | $0 | 10 | -- |
| Mar 2009 | $0 | $0 | $0 | 10 | -- |
| Feb 2009 | $0 | $0 | $0 | 10 | -- |
DateSep 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$11.3M
Employees27
Clients117
DateAug 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$11.3M
Employees27
Clients117
DateJul 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$11.3M
Employees27
Clients117
DateJun 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$11.3M
Employees28
Clients117
DateMar 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$11.3M
Employees28
Clients117
DateFeb 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$9.7M
Employees22
Clients0
DateNov 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$9.7M
Employees22
Clients0
DateSep 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$9.7M
Employees22
Clients0
DateSep 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$9.7M
Employees22
Clients0
DateAug 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$9.7M
Employees22
Clients0
DateJul 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$9.7M
Employees22
Clients0
DateJun 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$9.7M
Employees22
Clients0
DateApr 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$9.7M
Employees22
Clients0
DateMar 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$9.7M
Employees22
Clients0
DateJan 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$4.4M
Employees23
Clients0
DateOct 2018
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$4.4M
Employees23
Clients0
DateSep 2018
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$4.4M
Employees23
Clients0
DateJul 2018
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$4.4M
Employees23
Clients0
DateJun 2018
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$4.4M
Employees23
Clients0
DateMay 2018
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$4.4M
Employees23
Clients0
DateMar 2018
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$4.4M
Employees23
Clients0
DateJul 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$9M
Employees20
Clients500
DateMar 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$9M
Employees20
Clients500
DateSep 2016
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$9.2M
Employees20
Clients400
DateAug 2016
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$9.2M
Employees20
Clients400
DateMar 2016
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$9.2M
Employees20
Clients400
DateJan 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$3.7M
Employees17
Clients400
DateJul 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$3.7M
Employees17
Clients400
DateMar 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$3.7M
Employees18
Clients400
DateDec 2014
Total AUM$875.9M
Discretionary$873.7M
Non-Disc.$2.2M
Employees14
Clients400
DateDec 2014
Total AUM$875.9M
Discretionary$873.7M
Non-Disc.$2.2M
Employees14
Clients400
DateMay 2014
Total AUM$875.9M
Discretionary$873.7M
Non-Disc.$2.2M
Employees14
Clients400
DateMay 2014
Total AUM$875.9M
Discretionary$873.7M
Non-Disc.$2.2M
Employees14
Clients400
DateApr 2014
Total AUM$875.9M
Discretionary$873.7M
Non-Disc.$2.2M
Employees14
Clients400
DateApr 2014
Total AUM$875.9M
Discretionary$873.7M
Non-Disc.$2.2M
Employees15
Clients400
DateMar 2014
Total AUM$875.9M
Discretionary$873.7M
Non-Disc.$2.2M
Employees15
Clients400
DateDec 2013
Total AUM$710.2M
Discretionary$710.2M
Non-Disc.$0
Employees12
Clients400
DateAug 2013
Total AUM$710.2M
Discretionary$710.2M
Non-Disc.$0
Employees12
Clients400
DateAug 2013
Total AUM$710.2M
Discretionary$710.2M
Non-Disc.$0
Employees12
Clients400
DateFeb 2013
Total AUM$710.2M
Discretionary$710.2M
Non-Disc.$0
Employees12
Clients400
DateFeb 2013
Total AUM$710.2M
Discretionary$710.2M
Non-Disc.$0
Employees12
Clients400
DateOct 2012
Total AUM$619.6M
Discretionary$619.6M
Non-Disc.$0
Employees6
Clients400
DateSep 2012
Total AUM$519.8M
Discretionary$519.8M
Non-Disc.$0
Employees6
Clients400
DateMar 2012
Total AUM$519.8M
Discretionary$519.8M
Non-Disc.$0
Employees6
Clients400
DateJul 2011
Total AUM$401.6M
Discretionary$401.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$401.6M
Discretionary$401.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--