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CONDON WEALTH MANAGEMENT, INC.

PLYMOUTH, MA · CRD 128409 · IAPD ↗ · 508-746-7763

$122.1MRegulatory AUM
2Advisory reps
4Employees
2Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
August 2026 — CONDON WEALTH MANAGEMENT, INC. notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
July 2026 — CONDON WEALTH MANAGEMENT, INC. (PLYMOUTH, MA) is newly SEC-registered with $122.1M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.