Condon Wealth Management, Inc.

Condon Wealth Management, Inc. (CRD# 128409) is a financial advisory firm headquartered in Plymouth, MA. They manage $90,006,868 in 447 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
15 Caswell Lane, Plymouth, MA 02360
http://www.condonwealth.com
By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    447
    ACCOUNTS
  • Average Account Value
    $201,358
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA

Financial Advisors at Condon Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Sean Condon, financial advisor Plymouth MA
Sean M. Condon
CRD#: 4633520
15 Caswell Lane, Plymouth, MA 02360

Sean Condon (CRD# 4633520) is an Investment Advisor Representative working at Condon Wealth Management, Inc. in Plymouth, MA and has over 21 years of experience in the finance industry.

2
Thomas Condon, financial advisor Plymouth MA
Thomas L. Condon
CRD#: 3232970
15 Caswell Lane, Plymouth, MA 02360

Thomas Condon (CRD# 3232970) is an Investment Advisor Representative working at Condon Wealth Management, Inc. in Plymouth, MA and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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