Condon Wealth Management

James E. Condon, the founder and president, leads all investment origination and credit underwriting. The firm publicly lists no other named investment principals. All loan participation memoranda are issued under his signature, indicating a centralized decision-making structure.

The firm originates loans directly through regional broker relationships and repeat borrower networks in the Maryland, Virginia, and Washington, D.C. markets. Because it does not rely on third-party loan aggregators or online lending platforms, deal flow depends on Condon's longstanding presence in the Mid-Atlantic real estate community since 1988.

Based on the firm's offering documents, minimum participation amounts typically range from $25,000 to $50,000 per note. Investors purchase fractional interests in promissory notes secured by deeds of trust on specific properties, rather than committing capital to a pooled fund.

The firm files securities notices under Regulation D for private placements but does not hold itself out as a registered investment advisor. It structures its offerings as discrete loan participations, not managed accounts, which places it closer to a direct-lending originator than a traditional RIA.

Condon retains loan servicing and loss mitigation in-house. The firm manages foreclosure proceedings directly on properties that serve as collateral. Investors are advised of default status and any recovery actions through loan servicing updates, with the deed-of-trust structure giving noteholders a secured interest in the underlying real estate.