Recent Filings
- 13F-HR1.0 MBCW Advisors, LLCAug 13, 2:26 PM ET·0001951757-25-001083
- 13F-HR861.6 KBCW Advisors, LLCMay 14, 12:02 PM ET·0001951757-25-000560
- 13F-HR709.0 KBCongress Wealth Management LLC / DE /Feb 11, 3:09 PM ET·0001951757-25-000240
- 13F-HR682.4 KBCongress Wealth Management LLC / DE /Nov 12, 12:45 PM ET·0001951757-24-001198
- 13F-HR548.5 KBCongress Wealth Management LLC / DE /Aug 13, 5:49 PM ET·0001951757-24-000758
- 13F-HR481.0 KBCongress Wealth Management LLC / DE /Apr 18, 11:50 AM ET·0001951757-24-000314
- 13F-HR504.7 KBCongress Wealth Management LLC / DE /Feb 9, 5:01 PM ET·0001951757-24-000232
- 13F-HR493.6 KBCongress Wealth Management LLC / DE /Oct 30, 9:08 AM ET·0001951757-23-000628
- 13F-HR458.2 KBCongress Wealth Management LLC / DE /Jul 13, 4:01 PM ET·0001951757-23-000347
- 13F-HR457.9 KBCongress Wealth Management LLC / DE /Apr 14, 2:31 PM ET·0001951757-23-000164
Insiders
0No insiders on record
Tickers
No tickers on record
Addresses
business
155 SEAPORT BOULEVARD 3RD FLOOR
BOSTON, MA, 02210
mailing
155 SEAPORT BOULEVARD 3RD FLOOR
BOSTON, MA, 02210
Former Names
- Congress Wealth Management LLC / DE /2025-02-11