CONDON WEALTH MANAGEMENT, INC.

CONDON WEALTH MANAGEMENT, INC. of PLYMOUTH, MA is an SEC-registered investment adviser (CRD 128409). Regulatory assets under management: $122.1M.

Registration

• CRD: 128409
• SEC file number: 801-136611
• Type: Registered investment adviser
• Location: 15 CASWELL LANE, PLYMOUTH, MA, 02360
• Phone: 508-746-7763
• Latest filing: 2026-07-23
• Regulatory AUM: $122.1M
• Discretionary AUM: $112.8M
• Non-discretionary AUM: $9.3M
• Clients: 4
• Accounts: 494

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128409 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search