Data / Investment advisers / Massachusetts / Condon Wealth Management, Inc.
Condon Wealth Management, Inc., Plymouth, MA: $122 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Condon Wealth Management, Inc. is an SEC registered investment adviser with its main office in Plymouth, Massachusetts and reports $122 million in regulatory assets under management in its Form ADV filed July 23, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 128409
- SEC file number
- 801-136611
- SEC status
- Approved, effective June 29, 2026
- Main office
- 15 Caswell Lane, Plymouth, MA 02360
- Phone
- (508) 746-7763
- Regulatory AUM
- $122,106,202 in the Form ADV filed July 23, 2026
- Discretionary AUM
- $112,829,634
- Non discretionary AUM
- $9,276,568
- Accounts
- 494
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, commissions, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 73 | $83 million |
| Individuals (other than high net worth individuals) | 155 | $38.1 million |
| Charitable organizations | Fewer than 5 | $563,161 |
| Corporations or other businesses | Fewer than 5 | $440,979 |
Other advisers in Massachusetts
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sverica Capital Management | Boston | $2.46 billion | 8 | adviserinfo.sec.gov |
| S & Co., Inc. | Boston | $2.46 billion | 6 | adviserinfo.sec.gov |
| Retirement Resources Investment Corporation | Andover | $2.44 billion | Not listed | adviserinfo.sec.gov |
| Nichols & Pratt Advisers LLP | Boston | $2.43 billion | Not listed | adviserinfo.sec.gov |
| Moody, Lynn, Lieberson & Walker, LLC | Boston | $2.41 billion | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Massachusetts
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Condon Wealth Management, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.