A complete list of active advisors currently associated with Condor Capital Wealth Management

Warmer can help you find a great advisor at Condor Capital Wealth Management or one who fits your needs even better.

Condor Capital Wealth Management advises individuals (including high‑net‑worth clients), business entities, trusts, pension and profit‑sharing plans, estates and charitable organizations. The firm provides discretionary and non‑discretionary investment management, stand‑alone financial planning and pension consulting, including assistance to plan sponsors under ERISA Section 3(21) and 3(38). Portfolios are typically allocated among individual equities, fixed income, mutual funds and ETFs, and the firm also implements strategies that may include direct indexing, interval funds, and allocations to private investment funds or separate‑account managers. Condor offers multiple model asset‑allocation programs (Aggressive through Conservative), ongoing monitoring and consolidated reporting that can incorporate client assets held outside of its trading authority. Noteworthy attributes include managing over $2 billion in client assets on a multi‑advisor platform, a formal AI policy governing use of artificial intelligence (with pre‑approval, vendor due diligence, and limits on sharing nonpublic information), and an explicit approach to cryptocurrency exposure that may be used in asset allocations unless clients direct otherwise in writing. The firm also discloses concierge hourly services, its use of independent managers, and economic/technology support arrangements with custodians such as Schwab, Fidelity and Trade‑PMR.

To learn more about the advisors currently working at Condor Capital Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.