CONDON WEALTH MANAGEMENT, INC.

CRD 128409File 801-136611

APPROVED

Retail clients

Filing as of Jul 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$122.1M

Bottom 25% of cohort (national)

Discretionary AUM

$112.8M

Non-discretionary $9.3M

Clients

228

494 accounts

Employees

Bottom 25% of cohort in MA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: BRO
Registration date: Jun 29, 2026
Principal office: 15 CASWELL LANE, PLYMOUTH, MA, 02360
Phone: 508-746-7763
Website: HTTPS://TWITTER.COM/CONDONWEALTH

Assets & accounts

ADV Item 5F

Total regulatory AUM: $122.1M
Discretionary AUM: $112.8M
Non-discretionary AUM: $9.3M
Discretionary accounts: 442
Non-discretionary accounts: 52
Total accounts: 494
AUM per client: $536K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$441K
Charitable organizations	Fewer than 5	$563K
High net worth individuals	73	$83.0M
Individuals (other than high net worth individuals)	155	$38.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Commissions
Hourly charges
Other (described) — $100 MINIMUM ANNUAL ACCOUNT FEE
A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.