Condon Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
Condon Wealth Management reports 228 clients. They include 155 individual clients and 73 high-net-worth individuals. Of its assets, 92.4% ($113M across 442 accounts) are managed with discretion; $9.28M across 52 accounts are not. A wrap fee program the firm both sponsors and manages holds $6.97M. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 68% | 31% |
| High-net-worth individuals | 32% | 68% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 155 | $38.1M | 31.2% | $246K |
| High-net-worth individuals | 73 | $83M | 68.0% | $1.14M |
| Charitable organizations | Fewer than 5 | $563K | 0.5% | — |
| Corporations and other businesses | Fewer than 5 | $441K | 0.4% | — |
| Total | 228 | $122M | 100% | — |
- Clients
- 155
- Regulatory AUM
- $38.1M
- AUM share
- 31.2%
- Avg. per client
- $246K
- Clients
- 73
- Regulatory AUM
- $83M
- AUM share
- 68.0%
- Avg. per client
- $1.14M
- Clients
- Fewer than 5
- Regulatory AUM
- $563K
- AUM share
- 0.5%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $441K
- AUM share
- 0.4%
- Avg. per client
- —
Total
- Clients
- 228
- Regulatory AUM
- $122M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Condon Wealth Management is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees), commissions and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting Services
- Consulting is billed at $250 per hour, or as a flat fee that typically ranges from $1,000 to $10,000.
- Financial Planning
- Financial planning is a fixed fee of $1,000 to $10,000 per plan, billed quarterly in advance based on the estimated fees.
Sean Condon owns 75% or more of Condon Wealth Management. It has 4 employees, 2 of them in advisory roles.
Leadership
Sean CondonManager/CEO/CCO/Owner
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 broker-dealer rep
- 1 insurance agent
- Owns 75% or more of Condon Wealth Management, Inc.
Sean Condon
Control person · since May 2003
Besides its headquarters, Condon Wealth Management has 0 offices, with 1 listed address in Massachusetts.
Massachusetts · 1 listed address
- 15 Caswell Lane, PlymouthHQ
Contact and registration details
- Legal name
- Condon Wealth Management, Inc.
- Headquarters
- 15 Caswell Lane, Plymouth, MA 02360
- Website
- condonwealth.com
- Phone
- 508-746-7763
- SEC file
- 801-136611
- Structure
- Massachusetts corporation
- Fiscal year end
- December
Condon Wealth Management uses Charles Schwab ($122M) as custodian for its separately managed accounts. Condon Wealth Management does not have custody of client assets.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $122M100%
At year end, Condon Wealth Management’s separately managed accounts were mostly in stocks (70%) and bonds (16%).
What the accounts hold
- Stocks70%
- Funds12%
- Bonds16%
- U.S. government and agency bonds10%
- Investment grade corporate bonds4%
- State and local bonds1%
- High-yield corporate bonds1%
- Cash2%
How many clients does Condon Wealth Management have?
Condon Wealth Management has 228 clients and manages $122 million for them, as of July 2026. They include 155 individual clients and 73 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 July 2026
What services does Condon Wealth Management offer?
Condon Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Condon Wealth Management use?
Condon Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $122M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 July 2026
How many financial advisors does Condon Wealth Management have?
Condon Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Condon Wealth Management invest in?
At the end of its last fiscal year, Condon Wealth Management’s separately managed accounts held 70% exchange-traded equities, 12% registered funds (mutual funds, ETFs, BDCs), 10% U.S. government and agency bonds, 4% investment grade corporate bonds, 2% cash and equivalents, 1% state and local bonds and 1% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Condon Wealth Management?
Condon Wealth Management’s direct owner is Sean Condon (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 July 2026
How does Condon Wealth Management get paid?
Condon Wealth Management is paid through a percentage of assets under management, hourly charges, fixed fees, commissions and other compensation. Its Form ADV lists no performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Condon Wealth Management?
Condon Wealth Management’s main office is at 15 Caswell Lane, Plymouth, MA 02360. Its phone number is 508-746-7763. Its website is condonwealth.com.