Condon Wealth Management, Inc.

EST. AUM
$122,106,202

CONTACTS

CLIENT ACCOUNTS
494

Firm Details

Metro area Boston
CRD Number 128409
Website condonwealth.com
Client types

Overview

Condon Wealth Management, Inc. is an SEC-registered investment adviser based in Plymouth, Massachusetts. The firm provides portfolio management, financial planning, consulting, retirement plan consulting, and wrap-fee program services. It was founded in 2004 and is primarily owned by Sean M. Condon.

Platform Details

Investment Preferences

Alternative Activity