CONGRUENT WEALTH, LLC
CRD #322579 SEC #801-126353 JACKSONVILLE, FL 904-334-8545
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
2
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 14, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RODGERS, MELYNDA | I | CHIEF COMPLIANCE OFFICER | NA | |
| RODGERS, MELYNDA | I | CHIEF COMPLIANCE OFFICER | NA | |
| THOMPSON, JOHN, FOSTER | I | MEMBER | E | Control |
| THOMPSON, JOHN, FOSTER | I | MEMBER | E | Control |
Registrations
Federal
IA
Jul 14, 2022 REGISTERED
Notice Filings (2)
FL TX
Address
7077 BENNEVAL ROADSUITE 310
JACKSONVILLE, FL 32216
United States
Phone: 904-334-8545