# Condon Wealth Management

Condon Wealth Management is an Asset Manager based in Plymouth, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Plymouth, United States
- **Region:** North America
- **Address:** Bethesda, MD, United States
- **Founded:** 1988
- **Assets under management:** Undisclosed
- **Website:** condonwealthmanagement.com

## Regulatory record

- **CRD number:** 128409
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/128409

## About

Condon Wealth Management, Inc. is an SEC-registered investment adviser in Plymouth, MA. The firm manages $120 million in assets, $111 million on a discretionary basis. It has 4 employees and 2 investment advisers.

## Sectors

- Real Estate
- Private Credit

## People

- James E. Condon — Founder & President

## Questions

### How does Condon Wealth Management source its real estate loans?

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.

### Does Condon Wealth Management operate as a registered investment advisor?

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.

### What happens if a borrower defaults on a Condon loan?

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.

## Related profiles

- [Kanos Capital Management](https://altss.com/profile/kanos-capital-management-llc)
- [Channing Capital Management](https://altss.com/profile/channing-capital-management-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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