Condon Wealth Management, Inc.
● SEC registered since 2026CRD 128409SEC# 801-136611Plymouth, MA
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.
Condon Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Sean Michael Condon Control | Manager/Ceo/Cco/Owner | Over 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
| Address | 15 Caswell Lane, Plymouth, MA 02360 |
| Phone | 508-746-7763 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$122.1MNo change
May '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$122.1Mregulatory AUM
Discretionary $112.8MNon-discretionary $9.3M