Condon Wealth Management, INC.: new SEC registration, $122M AUM, Plymouth, MA
Condon Wealth Management, INC. (Plymouth, Massachusetts): new SEC registration, $122M AUM, Plymouth, MA. Its amount of 122 is below the median of 134 (42nd percentile). Dated 129 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 122 · 42th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 37 related MA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Condon Wealth Management, INC. |
| Legal name | Condon Wealth Management, INC. |
| CRD | 128409 |
| Status | Approved |
| Registered with the SEC | 2026-06-29 |
| Latest Form ADV filing | 2026-07-23 |
| Location | Plymouth, MA, United States |
| Regulatory AUM | $122,106,202 |
| Accounts | 494 |
| Employees | 4 |
| Website | HTTPS://TWITTER.COM/CONDONWEALTH |
| amount percentile | 42th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (38 MA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-06-29
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (MA first): 71 West Capital Partners · Eterna Growth Partners · Brookwood Advisors, LLC · Pearson Financial Services · Arborstone Financial, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Condon Wealth Management, INC. and 38 Massachusetts peers
- Massachusetts NewRiaPulse records like this one: 38
- Condon Wealth Management, INC.'s amount: 42nd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Massachusetts peer: $7,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $122M under management.
- Website on file.
What is the NewRiaPulse record for Condon Wealth Management, INC. in Plymouth, Massachusetts?
Condon Wealth Management, INC. received SEC registration as an investment adviser (2026-06-29) with $122,106,202 in regulatory assets under management, based in Plymouth, MA.
How does Condon Wealth Management, INC. compare to other Massachusetts NewRiaPulse records?
Its amount of 122 is below the median (42th percentile); smaller records often move faster and face less competition. It is 129 days old; check the official source for later updates before acting.
Condon Wealth Management, INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Condon Wealth Management, INC. | Plymouth, MA | 122 | 42nd | 2026-06-29 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.