Investment adviser · CRD 132879
CONLON DART WEALTH MANAGEMENT
Investment adviser filing (IA)
CONLON & DART LLC
SEATTLE, WA, United States · Form ADV filed Mar 30, 2019
- Regulatory AUM
- $485M Form ADV · Item 5.F
- Client accounts
- 316 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 224 | $441,983,614 | 91.1% |
| Individuals | 90 | $34,942,303 | 7.2% |
| Corporations & businesses | Fewer than 5 | $8,034,889 | 1.7% |
Filing source
Form ADV 1303895 · Mar 30, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 30, 2019. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Publication of newsletters
Compensation
Percentage of assets · Hourly · Fixed
Principal office
720 OLIVE WAY, SUITE 1000SEATTLE, WA, 98101, United States
CRD 132879
Filing source
Form ADV 1303895 · Mar 30, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.