RIA Intelligence

CONLON & DART LLC

Legal name: CONLON DART WEALTH MANAGEMENT

CRD #132879 SEC #801-63575 SEATTLE, WA 206-728-0222
SEC Registered
Total AUM
$485M
Discretionary
$485M
Employees
9
Clients
101
Accounts
316

Firm Details

Organization Type
Limited Liability Company
State of Formation
Washington
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 30, 2019
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
RENAISSANCE ASSET ADVISORS LTDDEMEMBERC Control
RENAISSANCE ASSET ADVISORS LTDDEMEMBERC Control
RENAISSANCE ASSET ADVISORS LTDDEMEMBERC Control
RENAISSANCE ASSET ADVISORS LTDDEMEMBERC Control
RENAISSANCE ASSET ADVISORS LTDDEMEMBERC Control
RENAISSANCE ASSET ADVISORS LTDDEMEMBERC Control
RENAISSANCE ASSET ADVISORS LTDDEMEMBERC Control
RENAISSANCE ASSET ADVISORS LTDDEMEMBERC Control
RENAISSANCE ASSET ADVISORS LTDDEMEMBERC Control
RENAISSANCE ASSET ADVISORS LTDDEMEMBERC Control
RENAISSANCE ASSET ADVISORS LTDDEMEMBERC Control
RENAISSANCE ASSET ADVISORS LTDDEMEMBERC Control
RENAISSANCE ASSET ADVISORS LTDDEMEMBERC Control
RENAISSANCE ASSET ADVISORS LTDDEMEMBERC Control
RENAISSANCE ASSET ADVISORS LTDDEMEMBERC Control
RENAISSANCE ASSET ADVISORS LTDDEMEMBERC Control
RENAISSANCE ASSET ADVISORS LTDDEMEMBERC Control
RENAISSANCE ASSET ADVISORS LTDDEMEMBERC Control
RENAISSANCE ASSET ADVISORS LTDDEMEMBERC Control
RENAISSANCE ASSET ADVISORS LTDDEMEMBERC Control
RENAISSANCE ASSET ADVISORS LTDDEMEMBERC Control
RENAISSANCE ASSET ADVISORS LTDDEMEMBERC Control
SAVINGS GROWERS, INC.DEMEMBERC Control
SAVINGS GROWERS, INC.DEMEMBERC Control
SAVINGS GROWERS, INC.DEMEMBERC Control
SAVINGS GROWERS, INC.DEMEMBERC Control
SAVINGS GROWERS, INC.DEMEMBERC Control
SAVINGS GROWERS, INC.DEMEMBERC Control
SAVINGS GROWERS, INC.DEMEMBERC Control
SAVINGS GROWERS, INC.DEMEMBERC Control
SAVINGS GROWERS, INC.DEMEMBERC Control
SAVINGS GROWERS, INC.DEMEMBERC Control
SAVINGS GROWERS, INC.DEMEMBERC Control
SAVINGS GROWERS, INC.DEMEMBERC Control
SAVINGS GROWERS, INC.DEMEMBERC Control
SAVINGS GROWERS, INC.DEMEMBERC Control
SAVINGS GROWERS, INC.DEMEMBERC Control
SAVINGS GROWERS, INC.DEMEMBERC Control
SAVINGS GROWERS, INC.DEMEMBERC Control
SAVINGS GROWERS, INC.DEMEMBERC Control
SAVINGS GROWERS, INC.DEMEMBERC Control
SAVINGS GROWERS, INC.DEMEMBERC Control
SAVINGS GROWERS, INC.DEMEMBERC Control
SAVINGS GROWERS, INC.DEMEMBERC Control
CONLON, MITCHELL, PETERIPRINCIPAL/CHIEF COMPLIANCE OFFICERB Control
CONLON, MITCHELL, PETERIPRINCIPAL/CHIEF COMPLIANCE OFFICERB Control
CONLON, MITCHELL, PETERIPRINCIPAL/CHIEF COMPLIANCE OFFICERB Control
CONLON, MITCHELL, PETERIPRINCIPAL/CHIEF COMPLIANCE OFFICERB Control
CONLON, MITCHELL, PETERIPRINCIPAL/CHIEF COMPLIANCE OFFICERB Control
CONLON, MITCHELL, PETERIPRINCIPAL/CHIEF COMPLIANCE OFFICERB Control
CONLON, MITCHELL, PETERIPRINCIPAL/CHIEF COMPLIANCE OFFICERB Control
CONLON, MITCHELL, PETERIPRINCIPAL/CHIEF COMPLIANCE OFFICERB Control
CONLON, MITCHELL, PETERIPRINCIPAL/CHIEF COMPLIANCE OFFICERB Control
CONLON, MITCHELL, PETERIPRINCIPAL/CHIEF COMPLIANCE OFFICERB Control
CONLON, MITCHELL, PETERIPRINCIPAL/CHIEF COMPLIANCE OFFICERB Control
CONLON, MITCHELL, PETERIPRINCIPAL/CHIEF COMPLIANCE OFFICERB Control
CONLON, MITCHELL, PETERIPRINCIPAL/CHIEF COMPLIANCE OFFICERB Control
CONLON, MITCHELL, PETERIPRINCIPAL/CHIEF COMPLIANCE OFFICERB Control
CONLON, MITCHELL, PETERIPRINCIPAL/CHIEF COMPLIANCE OFFICERB Control
CONLON, MITCHELL, PETERIPRINCIPAL/CHIEF COMPLIANCE OFFICERB Control
CONLON, MITCHELL, PETERIPRINCIPAL/CHIEF COMPLIANCE OFFICERB Control
CONLON, MITCHELL, PETERIPRINCIPAL/CHIEF COMPLIANCE OFFICERB Control
CONLON, MITCHELL, PETERIPRINCIPAL/CHIEF COMPLIANCE OFFICERB Control
CONLON, MITCHELL, PETERIPRINCIPAL/CHIEF COMPLIANCE OFFICERB Control
CONLON, MITCHELL, PETERIPRINCIPAL/CHIEF COMPLIANCE OFFICERB Control
CONLON, MITCHELL, PETERIPRINCIPAL/CHIEF COMPLIANCE OFFICERB Control
DART, STEPHEN, HARRISIPRINCIPALB Control
DART, STEPHEN, HARRISIPRINCIPALB Control
DART, STEPHEN, HARRISIPRINCIPALB Control
DART, STEPHEN, HARRISIPRINCIPALB Control
DART, STEPHEN, HARRISIPRINCIPALB Control
DART, STEPHEN, HARRISIPRINCIPALB Control
DART, STEPHEN, HARRISIPRINCIPALB Control
DART, STEPHEN, HARRISIPRINCIPALB Control
DART, STEPHEN, HARRISIPRINCIPALB Control
DART, STEPHEN, HARRISIPRINCIPALB Control
DART, STEPHEN, HARRISIPRINCIPALB Control
DART, STEPHEN, HARRISIPRINCIPALB Control
DART, STEPHEN, HARRISIPRINCIPALB Control
DART, STEPHEN, HARRISIPRINCIPALB Control
DART, STEPHEN, HARRISIPRINCIPALB Control
DART, STEPHEN, HARRISIPRINCIPALB Control
DART, STEPHEN, HARRISIPRINCIPALB Control
DART, STEPHEN, HARRISIPRINCIPALB Control
DART, STEPHEN, HARRISIPRINCIPALB Control
DART, STEPHEN, HARRISIPRINCIPALB Control
DART, STEPHEN, HARRISIPRINCIPALB Control
DART, STEPHEN, HARRISIPRINCIPALB Control
BODEN, JOE, CHARLESIMEMBER, SENIOR FINANCIAL ADVISORA
BODEN, JOE, CHARLESIMEMBER, SENIOR FINANCIAL ADVISORA
BODEN, JOE, CHARLESIMEMBER, SENIOR FINANCIAL ADVISORA
BODEN, JOE, CHARLESIMEMBER, SENIOR FINANCIAL ADVISORA
BODEN, JOE, CHARLESIMEMBER, SENIOR FINANCIAL ADVISORA
BRYAN, RICK, MARTINIMEMBER, SENIOR FINANCIAL ADVISORA
BRYAN, RICK, MARTINIMEMBER, SENIOR FINANCIAL ADVISORA
BRYAN, RICK, MARTINIMEMBER, SENIOR FINANCIAL ADVISORA
BRYAN, RICK, MARTINIMEMBER, SENIOR FINANCIAL ADVISORA
BRYAN, RICK, MARTINIMEMBER, SENIOR FINANCIAL ADVISORA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
CONLON, MITCHELL, PETERIRENAISSANCE ASSET ADVISORS LTDE Control
CONLON, MITCHELL, PETERIRENAISSANCE ASSET ADVISORS LTDE Control
CONLON, MITCHELL, PETERIRENAISSANCE ASSET ADVISORS LTDE Control
CONLON, MITCHELL, PETERIRENAISSANCE ASSET ADVISORS LTDE Control
CONLON, MITCHELL, PETERIRENAISSANCE ASSET ADVISORS LTDE Control
CONLON, MITCHELL, PETERIRENAISSANCE ASSET ADVISORS LTDE Control
CONLON, MITCHELL, PETERIRENAISSANCE ASSET ADVISORS LTDE Control
CONLON, MITCHELL, PETERIRENAISSANCE ASSET ADVISORS LTDE Control
CONLON, MITCHELL, PETERIRENAISSANCE ASSET ADVISORS LTDE Control
CONLON, MITCHELL, PETERIRENAISSANCE ASSET ADVISORS LTDE Control
CONLON, MITCHELL, PETERIRENAISSANCE ASSET ADVISORS LTDE Control
CONLON, MITCHELL, PETERIRENAISSANCE ASSET ADVISORS LTDE Control
CONLON, MITCHELL, PETERIRENAISSANCE ASSET ADVISORS LTDE Control
CONLON, MITCHELL, PETERIRENAISSANCE ASSET ADVISORS LTDE Control
CONLON, MITCHELL, PETERIRENAISSANCE ASSET ADVISORS LTDE Control
CONLON, MITCHELL, PETERIRENAISSANCE ASSET ADVISORS LTDE Control
CONLON, MITCHELL, PETERIRENAISSANCE ASSET ADVISORS LTDE Control
CONLON, MITCHELL, PETERIRENAISSANCE ASSET ADVISORS LTDE Control
CONLON, MITCHELL, PETERIRENAISSANCE ASSET ADVISORS LTDE Control
CONLON, MITCHELL, PETERIRENAISSANCE ASSET ADVISORS LTDE Control
CONLON, MITCHELL, PETERIRENAISSANCE ASSET ADVISORS LTDE Control
CONLON, MITCHELL, PETERIRENAISSANCE ASSET ADVISORS LTDE Control
DART, STEPHEN, HARRISISAVINGS GROWERS, INC.E Control
DART, STEPHEN, HARRISISAVINGS GROWERS, INC.E Control
DART, STEPHEN, HARRISISAVINGS GROWERS, INC.E Control
DART, STEPHEN, HARRISISAVINGS GROWERS, INC.E Control
DART, STEPHEN, HARRISISAVINGS GROWERS, INC.E Control
DART, STEPHEN, HARRISISAVINGS GROWERS, INC.E Control
DART, STEPHEN, HARRISISAVINGS GROWERS, INC.E Control
DART, STEPHEN, HARRISISAVINGS GROWERS, INC.E Control
DART, STEPHEN, HARRISISAVINGS GROWERS, INC.E Control
DART, STEPHEN, HARRISISAVINGS GROWERS, INC.E Control
DART, STEPHEN, HARRISISAVINGS GROWERS, INC.E Control
DART, STEPHEN, HARRISISAVINGS GROWERS, INC.E Control
DART, STEPHEN, HARRISISAVINGS GROWERS, INC.E Control
DART, STEPHEN, HARRISISAVINGS GROWERS, INC.E Control
DART, STEPHEN, HARRISISAVINGS GROWERS, INC.E Control
DART, STEPHEN, HARRISISAVINGS GROWERS, INC.E Control
DART, STEPHEN, HARRISISAVINGS GROWERS, INC.E Control
DART, STEPHEN, HARRISISAVINGS GROWERS, INC.E Control
DART, STEPHEN, HARRISISAVINGS GROWERS, INC.E Control
DART, STEPHEN, HARRISISAVINGS GROWERS, INC.E Control
DART, STEPHEN, HARRISISAVINGS GROWERS, INC.E Control
DART, STEPHEN, HARRISISAVINGS GROWERS, INC.E Control

Registrations

Federal

IA
Mar 30, 2019 REGISTERED

Notice Filings (7)

AZ CA FL NE NH NY WA

Address

720 OLIVE WAY
SUITE 1000
SEATTLE, WA 98101
United States
Phone: 206-728-0222