Investment adviser · CRD 322579

CONGRUENT WEALTH, LLC

Investment adviser filing (IA)

JACKSONVILLE, FL, United States · Form ADV filed Jul 14, 2022

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 14, 2022. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

7077 BENNEVAL ROAD, SUITE 310
JACKSONVILLE, FL, 32216, United States

CRD 322579

Filing source

Form ADV 1663643 · Jul 14, 2022 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.