This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$258MItem 5.F on the latest filing (2026-02-02); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$258M

Private client RAUM

$256MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$86.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

599

Individual clients

179

High net worth clients

114

Custody, client assets

$93.9M

SEC number

801-119834

CRD

311422

Filings on the tape

15

First filed

Oct 21, 2020

Latest filed

Feb 2, 2026

Organised

Limited Liability Company, OR

• Occurred

  Oct 21, 2020
  First Form ADV filing

  Condor Wealth Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ef1591e0-d007-e562-2c56-eb3e98fe41c6

First observed

Oct 21, 2020

Last observed

Feb 2, 2026 7 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.