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Condon Wealth Management, Inc.

● SEC registered since 2026CRD 128409SEC# 801-136611Plymouth, MA
Export (members)
Reg. AUM
$122.1M
Employees
4
Accounts
494
Location
Plymouth, MA

Condon Wealth Management, Inc. assets under management

Condon Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Plymouth, MA. The firm has been registered since 2026. It reports $122.1 million in regulatory assets under management and employs 4 people.
twitter.com/condonwealthView on SEC.gov ↗

Condon Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Sean Michael Condon ControlManager/Ceo/Cco/OwnerOver 75%2003

Frequently asked questions

How much does Condon Wealth Management, Inc. manage?

Condon Wealth Management, Inc. reports $122.1 million in regulatory assets under management on its Form ADV.

How many employees does Condon Wealth Management, Inc. have?

Condon Wealth Management, Inc. reports 4 employees.

Where is Condon Wealth Management, Inc. located?

Condon Wealth Management, Inc. is based in Plymouth, MA and has been SEC-registered since 2026.

Does Condon Wealth Management, Inc. disclose fund performance?

Condon Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address15 Caswell Lane, Plymouth, MA 02360
Phone508-746-7763
Office hours9:00 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$112.8M
Non-discretionary$9.3M
Total (RAUM)$122.1M