Every new New York business filing, every dayConverge Wealth Partners
CONVERGE WEALTH PARTNERS LLC, Registered Agent
Converge Wealth Partners is a financial advisory firm located in Pittsford, NY, specializing in retirement planning and wealth management. The website emphasizes helping clients find the right retirement path and offers personalized planning services. The site provides contact information and a clear value proposition focused on fiduciary advice.
Filed October 23, 2025 · Pittsford, NY · Monroe County
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New York Department of State, Division of Corporations · Entity 7741800 · Retrieved May 6, 2026
About Converge Wealth Partners
Converge Wealth Partners LLC filed in New York on October 23, 2025, as a wealth management firm. The company acts as its own registered agent, with the same name listed as owner and agent. Its principal address is in Pittsford, New York. The domain was registered on September 24, 2024, over a year before the filing, through GoDaddy. The website is built with Wix and is modern, and the site confirmed the business name and address. No annual report or EIN on file yet. We estimate revenue between $1 million and $10 million and 1 to 5 employees.
- The company is its own registered agent, with the same name as owner and agent.
- Domain registered over a year before the filing date.
- Website built with Wix and confirmed to match the business name and address.
- We estimate revenue between $1 million and $10 million and 1 to 5 employees.
- No annual report or EIN on file yet.
Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 23, 2026.
One of 30 new businesses registered in Pittsford in October 2025, and the only wealth management business registered there that month.
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Filing Details
Verified Business Profile
Contact Information
Verified Website Profile
We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.
Frequently Asked Questions
When was Converge Wealth Partners registered?
Converge Wealth Partners was registered as LLC on October 23, 2025 in New York.
Where is Converge Wealth Partners located?
Converge Wealth Partners is based in Pittsford, NY, 14534, in Monroe County.
What type of business is Converge Wealth Partners?
Converge Wealth Partners is classified as a wealth management business.
Does Converge Wealth Partners have an EIN on file?
No EIN was found on file for Converge Wealth Partners at the time of registration.
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