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Thomas Leo Condon

Investment adviser representative at Condon Wealth Management, Inc.
18 yearsExperience
1 stateRegistered in
$122.1MFirm assets
Under 1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissionsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

18 years in the industry.

  1. Condon & Lapsley, LLCDec 2013 to now
  2. Condon Wealth Management, Inc.Nov 2003 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 1 state (MA).

Condon Wealth Management, Inc.

$122.1MAssets managed
228Clients
2Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3232970
Firm CRD
128409
Advisor's SEC record (opens in a new tab)
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