CONDON WEALTH MANAGEMENT, INC.
  • CONDON WEALTH MANAGEMENT, INC.
  • TLC FINANCIAL ADVISORS, LLC
  • CONDON WEALTH MANAGEMENT, LLC

Adviser Profile

As of Date 07/01/2026
Registration status Registration Changed to CONDON WEALTH MANAGEMENT, INC.
ADV Location PLYMOUTH, MA, United States
Contact Info 508 xxxxxxx
Websites
AUM* 122,106,202 18%
of that, discretionary 112,829,634 28%
Number of Employees 4 33%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 247,179 16%
% High Net Worth 31.47% 23%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees