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Scout the DayOneLead fox with a New York new business filings stampEvery new New York business filing, every day
  1. Home
  2. New York
  3. Pittsford
  4. Wealth Management
  5. Converge Wealth Partners
Wealth ManagementActiveVerified

Converge 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

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About Converge Wealth Partners

Converge Wealth Partners is a wealth management business (LLC) registered on October 23, 2025 with the New York Division of Corporations. The business is located in Pittsford, New York 14534. The record lists CONVERGE WEALTH PARTNERS LLC as Registered Agent.

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Filing Details

Entity NameCONVERGE WEALTH PARTNERS LLC
Entity TypeLLC
Entity Number7741800
Filing DateOctober 23, 2025
Principal AddressLocked
City / State / ZipPittsford, NY 14534
TimezoneEastern (ET)
EIN on FileNo
Registered AgentCONVERGE WEALTH PARTNERS LLC
Agent AddressLocked

Verified Business Profile

SubcategoryWealth Management

Contact Information

WebsiteLocked
PhoneLocked
EmailLocked
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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.

Domain RegisteredLocked
Domain AgeLocked
RegistrarLocked
Website PlatformLocked
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Document Timeline

Filing timeline will be available soon.

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.

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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