{"url":"https://nivawealth.com/firms/condon-wealth-management-128409","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/128409","regulatoryAum":122106202,"crd":"128409","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4633520","suffix":null,"lastName":"CONDON","firstName":"SEAN","middleName":"MICHAEL"},{"crd":"3232970","suffix":null,"lastName":"CONDON","firstName":"THOMAS","middleName":"LEO"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136611","legalName":"Condon Wealth Management, Inc.","displayName":"Condon Wealth Management","slug":"condon-wealth-management-128409","website":"https://condonwealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/128409/8751c614adfacf09-r1.webp","tone":"light","width":1095,"height":200,"sourceUrl":"https://www.condonwealth.com/","sourceLabel":"Condon 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HNW)","clients":155,"regulatoryAum":38097614},{"label":"High-net-worth individuals","clients":73,"regulatoryAum":83004448},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":563161},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":440979}],"feePrograms":[{"role":"other","program":"Consulting Services","summary":"Consulting is billed at $250 per hour, or as a flat fee that typically ranges from $1,000 to $10,000.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046705","versionId":1046705,"submittedOn":"2026-05-29","documentName":"PART 2A"},{"role":"other","program":"Financial Planning","summary":"Financial planning is a fixed fee of $1,000 to $10,000 per plan, billed quarterly in advance based on the estimated fees.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046705","versionId":1046705,"submittedOn":"2026-05-29","documentName":"PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T12:58:33.155406+00:00","documents":[{"name":"PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046705","versionId":1046705,"submittedOn":"2026-05-29"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046706","versionId":1046706,"submittedOn":null}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":122106203}],"custodyNote":"Condon Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Sean Condon","title":"Manager/CEO/CCO/Owner","crd":"4633520"}],"ownership":[{"label":"Sean Condon","detail":"Manager/ceo/cco/owner in the 75% or more ownership band and a control person, since May 2003."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Massachusetts","offices":1,"addresses":[{"street":"15 Caswell Lane","city":"Plymouth","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"508-746-7763","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)","Commissions","Other"],"activities":["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"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":70},{"label":"U.S. government/agency bonds","percent":10},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":4},{"label":"Non-investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":12},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"23 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/128409/PDF/128409.pdf","brochureDate":"29 May 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046705","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Condon Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Condon Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Condon Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Condon Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Condon Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Condon Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Condon Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Condon Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 23 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}