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- Custodian
- Assetmark · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- OptimaValue
- Established Date
- 11-20-2003
- Office Locations
- 1
Office Locations
About Condon Wealth Management, Inc.
Condon Wealth Management is a Plymouth, MA wealth management firm serving individuals, families, and small business owners with financial planning and ongoing portfolio management focused on asset allocation and risk management using ETFs, mutual funds, and fixed income. Led by founder Thomas L. Condon and president/CEO Sean M. Condon, CFP®, the firm offers portfolio risk analysis via Nitrogen (Riskalyze) and works with Charles Schwab as a custodian.
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Owner & Executives
SEAN MICHAEL CONDON
Certified Financial Planner, Chief Compliance Officer, Chief Executive Officer, Manager, Owner
- CRD
- #4633520
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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THOMAS LEO CONDON
Financial Planner
- CRD
- #3232970
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $112,829,634 | -- |
| Non-Discretionary | $9,276,568 | -- |
| Total | $122,106,202 | -- |
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Separately Managed Accounts
Total SMA Asset: $122,106,202
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,747,510,158 | 22.9% |
| Public Funds | $1,129,395,212 | 14.8% |
| U.S. Government/Agency | $427,338,729 | 5.6% |
| Corporate - Investment Grade | $549,435,508 | 7.2% |
| Cash | $1,770,403,305 | 23.2% |
| Corporate - Non-Investment Grade | $1,274,385,137 | 16.7% |
| Municipal Bonds | $732,580,678 | 9.6% |
| Total | $7,631,048,727 | 100.0% |