Falists
← Back to search

CONDON WEALTH MANAGEMENT, INC.

CRD 128409 · SEC 801-136611

Visit website

15 CASWELL LANE, PLYMOUTH, MA, 02360, United States

Phone

508-746-7763

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$122.1M

Discretionary AUM

$112.8M

Team

4 total employees; 2 advisory reps; 2 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions; $100 MINIMUM ANNUAL ACCOUNT FEE

Org form

Corporation

Filing date

2026-05-29

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersCONSULTING

Client types

TypeClientsAUM
Individuals155$38.1M
High net worth individuals73$83.0M

All web addresses on file

Official SEC filing: View on IAPD