# CONGRESS WEALTH MANAGEMENT LLC

CONGRESS WEALTH MANAGEMENT LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 149446
- Type: SEC-registered investment adviser
- SEC file number: 801-69988
- Location: 155 SEAPORT BLVD, 3RD FLOOR, BOSTON, MA, 02210
- Phone: (617) 428-7600
- Latest filing: 2020-09-11
- Regulatory AUM: $2.3B
- Discretionary AUM: $2.3B
- Non-discretionary AUM: $11.3M
- Clients: 27
- Accounts: 2,484

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| BARRETT MICHAEL JAMES | CHIEF INVESTMENT OFFICER | — |
| LAGAN ALFRED ALPHONSUS | INDIRECT OWNER; MEMBER; TRUSTEE | — |
| LAGAN DANIEL ANTHONY | MEMBER | — |
| LAGAN CHRISTOHER MICHAEL | MEMBER | — |
| LAGAN MATTHEW TERENCE | MEMBER | — |
| ANDERSEN DANIEL CHRISTIAN | CHIEF INVESTMENT OFFICER; MEMBER | — |
| LONERGAN PAUL ANDREW | MEMBER; MEMBER AND PRESIDENT; MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER (+1 more) | — |
| HOGAN JOHN RICHARD | MEMBER OF MANAGMENT COMMITTEE | — |
| ZANNONI KENNETH RICHARD | MANAGING PARTNER; MEMBER; SVP | — |
| VILLIOTTE RICHARD JAMES | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER; DIRECTOR OF MARKETING (+1 more) | — |
| GATES JENNIFER RICE | SENIOR FINANCIAL ADVISOR; SVP | — |
| GATES JENNIFER R | SVP | — |
| WOFFORD FRED HUGH | CHIEF COMPLIANCE OFFICER | — |
| Cavalier Candace | CHIEF COMPLIANCE OFFICER | — |
| GALVIN MICHAEL WILLIAM | MEMBER; PARTNER | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| CONGRESS WEALTH MANAGEMENT ENHANCED YIELD LP | Other Private Fund | — | 75 | $86.7M | $100K |


## Fund service providers (1)

- administrator: FINANCIAL SOLUTIONS ACCOUNTING & ADMINISTRATIVE SERVICES, INC.

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/149446/brochure
- Similar advisers: https://search.stillhousedata.com/firm/149446/similar
- Related entities: https://search.stillhousedata.com/firm/149446/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/149446

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.