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)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RENAISSANCE ASSET ADVISORS LTD | DE | MEMBER | C | Control |
| RENAISSANCE ASSET ADVISORS LTD | DE | MEMBER | C | Control |
| RENAISSANCE ASSET ADVISORS LTD | DE | MEMBER | C | Control |
| RENAISSANCE ASSET ADVISORS LTD | DE | MEMBER | C | Control |
| RENAISSANCE ASSET ADVISORS LTD | DE | MEMBER | C | Control |
| RENAISSANCE ASSET ADVISORS LTD | DE | MEMBER | C | Control |
| RENAISSANCE ASSET ADVISORS LTD | DE | MEMBER | C | Control |
| RENAISSANCE ASSET ADVISORS LTD | DE | MEMBER | C | Control |
| RENAISSANCE ASSET ADVISORS LTD | DE | MEMBER | C | Control |
| RENAISSANCE ASSET ADVISORS LTD | DE | MEMBER | C | Control |
| RENAISSANCE ASSET ADVISORS LTD | DE | MEMBER | C | Control |
| RENAISSANCE ASSET ADVISORS LTD | DE | MEMBER | C | Control |
| RENAISSANCE ASSET ADVISORS LTD | DE | MEMBER | C | Control |
| RENAISSANCE ASSET ADVISORS LTD | DE | MEMBER | C | Control |
| RENAISSANCE ASSET ADVISORS LTD | DE | MEMBER | C | Control |
| RENAISSANCE ASSET ADVISORS LTD | DE | MEMBER | C | Control |
| RENAISSANCE ASSET ADVISORS LTD | DE | MEMBER | C | Control |
| RENAISSANCE ASSET ADVISORS LTD | DE | MEMBER | C | Control |
| RENAISSANCE ASSET ADVISORS LTD | DE | MEMBER | C | Control |
| RENAISSANCE ASSET ADVISORS LTD | DE | MEMBER | C | Control |
| RENAISSANCE ASSET ADVISORS LTD | DE | MEMBER | C | Control |
| RENAISSANCE ASSET ADVISORS LTD | DE | MEMBER | C | Control |
| SAVINGS GROWERS, INC. | DE | MEMBER | C | Control |
| SAVINGS GROWERS, INC. | DE | MEMBER | C | Control |
| SAVINGS GROWERS, INC. | DE | MEMBER | C | Control |
| SAVINGS GROWERS, INC. | DE | MEMBER | C | Control |
| SAVINGS GROWERS, INC. | DE | MEMBER | C | Control |
| SAVINGS GROWERS, INC. | DE | MEMBER | C | Control |
| SAVINGS GROWERS, INC. | DE | MEMBER | C | Control |
| SAVINGS GROWERS, INC. | DE | MEMBER | C | Control |
| SAVINGS GROWERS, INC. | DE | MEMBER | C | Control |
| SAVINGS GROWERS, INC. | DE | MEMBER | C | Control |
| SAVINGS GROWERS, INC. | DE | MEMBER | C | Control |
| SAVINGS GROWERS, INC. | DE | MEMBER | C | Control |
| SAVINGS GROWERS, INC. | DE | MEMBER | C | Control |
| SAVINGS GROWERS, INC. | DE | MEMBER | C | Control |
| SAVINGS GROWERS, INC. | DE | MEMBER | C | Control |
| SAVINGS GROWERS, INC. | DE | MEMBER | C | Control |
| SAVINGS GROWERS, INC. | DE | MEMBER | C | Control |
| SAVINGS GROWERS, INC. | DE | MEMBER | C | Control |
| SAVINGS GROWERS, INC. | DE | MEMBER | C | Control |
| SAVINGS GROWERS, INC. | DE | MEMBER | C | Control |
| SAVINGS GROWERS, INC. | DE | MEMBER | C | Control |
| SAVINGS GROWERS, INC. | DE | MEMBER | C | Control |
| CONLON, MITCHELL, PETER | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | B | Control |
| CONLON, MITCHELL, PETER | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | B | Control |
| CONLON, MITCHELL, PETER | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | B | Control |
| CONLON, MITCHELL, PETER | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | B | Control |
| CONLON, MITCHELL, PETER | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | B | Control |
| CONLON, MITCHELL, PETER | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | B | Control |
| CONLON, MITCHELL, PETER | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | B | Control |
| CONLON, MITCHELL, PETER | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | B | Control |
| CONLON, MITCHELL, PETER | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | B | Control |
| CONLON, MITCHELL, PETER | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | B | Control |
| CONLON, MITCHELL, PETER | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | B | Control |
| CONLON, MITCHELL, PETER | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | B | Control |
| CONLON, MITCHELL, PETER | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | B | Control |
| CONLON, MITCHELL, PETER | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | B | Control |
| CONLON, MITCHELL, PETER | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | B | Control |
| CONLON, MITCHELL, PETER | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | B | Control |
| CONLON, MITCHELL, PETER | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | B | Control |
| CONLON, MITCHELL, PETER | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | B | Control |
| CONLON, MITCHELL, PETER | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | B | Control |
| CONLON, MITCHELL, PETER | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | B | Control |
| CONLON, MITCHELL, PETER | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | B | Control |
| CONLON, MITCHELL, PETER | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | B | Control |
| DART, STEPHEN, HARRIS | I | PRINCIPAL | B | Control |
| DART, STEPHEN, HARRIS | I | PRINCIPAL | B | Control |
| DART, STEPHEN, HARRIS | I | PRINCIPAL | B | Control |
| DART, STEPHEN, HARRIS | I | PRINCIPAL | B | Control |
| DART, STEPHEN, HARRIS | I | PRINCIPAL | B | Control |
| DART, STEPHEN, HARRIS | I | PRINCIPAL | B | Control |
| DART, STEPHEN, HARRIS | I | PRINCIPAL | B | Control |
| DART, STEPHEN, HARRIS | I | PRINCIPAL | B | Control |
| DART, STEPHEN, HARRIS | I | PRINCIPAL | B | Control |
| DART, STEPHEN, HARRIS | I | PRINCIPAL | B | Control |
| DART, STEPHEN, HARRIS | I | PRINCIPAL | B | Control |
| DART, STEPHEN, HARRIS | I | PRINCIPAL | B | Control |
| DART, STEPHEN, HARRIS | I | PRINCIPAL | B | Control |
| DART, STEPHEN, HARRIS | I | PRINCIPAL | B | Control |
| DART, STEPHEN, HARRIS | I | PRINCIPAL | B | Control |
| DART, STEPHEN, HARRIS | I | PRINCIPAL | B | Control |
| DART, STEPHEN, HARRIS | I | PRINCIPAL | B | Control |
| DART, STEPHEN, HARRIS | I | PRINCIPAL | B | Control |
| DART, STEPHEN, HARRIS | I | PRINCIPAL | B | Control |
| DART, STEPHEN, HARRIS | I | PRINCIPAL | B | Control |
| DART, STEPHEN, HARRIS | I | PRINCIPAL | B | Control |
| DART, STEPHEN, HARRIS | I | PRINCIPAL | B | Control |
| BODEN, JOE, CHARLES | I | MEMBER, SENIOR FINANCIAL ADVISOR | A | |
| BODEN, JOE, CHARLES | I | MEMBER, SENIOR FINANCIAL ADVISOR | A | |
| BODEN, JOE, CHARLES | I | MEMBER, SENIOR FINANCIAL ADVISOR | A | |
| BODEN, JOE, CHARLES | I | MEMBER, SENIOR FINANCIAL ADVISOR | A | |
| BODEN, JOE, CHARLES | I | MEMBER, SENIOR FINANCIAL ADVISOR | A | |
| BRYAN, RICK, MARTIN | I | MEMBER, SENIOR FINANCIAL ADVISOR | A | |
| BRYAN, RICK, MARTIN | I | MEMBER, SENIOR FINANCIAL ADVISOR | A | |
| BRYAN, RICK, MARTIN | I | MEMBER, SENIOR FINANCIAL ADVISOR | A | |
| BRYAN, RICK, MARTIN | I | MEMBER, SENIOR FINANCIAL ADVISOR | A | |
| BRYAN, RICK, MARTIN | I | MEMBER, SENIOR FINANCIAL ADVISOR | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CONLON, MITCHELL, PETER | I | RENAISSANCE ASSET ADVISORS LTD | E | Control |
| CONLON, MITCHELL, PETER | I | RENAISSANCE ASSET ADVISORS LTD | E | Control |
| CONLON, MITCHELL, PETER | I | RENAISSANCE ASSET ADVISORS LTD | E | Control |
| CONLON, MITCHELL, PETER | I | RENAISSANCE ASSET ADVISORS LTD | E | Control |
| CONLON, MITCHELL, PETER | I | RENAISSANCE ASSET ADVISORS LTD | E | Control |
| CONLON, MITCHELL, PETER | I | RENAISSANCE ASSET ADVISORS LTD | E | Control |
| CONLON, MITCHELL, PETER | I | RENAISSANCE ASSET ADVISORS LTD | E | Control |
| CONLON, MITCHELL, PETER | I | RENAISSANCE ASSET ADVISORS LTD | E | Control |
| CONLON, MITCHELL, PETER | I | RENAISSANCE ASSET ADVISORS LTD | E | Control |
| CONLON, MITCHELL, PETER | I | RENAISSANCE ASSET ADVISORS LTD | E | Control |
| CONLON, MITCHELL, PETER | I | RENAISSANCE ASSET ADVISORS LTD | E | Control |
| CONLON, MITCHELL, PETER | I | RENAISSANCE ASSET ADVISORS LTD | E | Control |
| CONLON, MITCHELL, PETER | I | RENAISSANCE ASSET ADVISORS LTD | E | Control |
| CONLON, MITCHELL, PETER | I | RENAISSANCE ASSET ADVISORS LTD | E | Control |
| CONLON, MITCHELL, PETER | I | RENAISSANCE ASSET ADVISORS LTD | E | Control |
| CONLON, MITCHELL, PETER | I | RENAISSANCE ASSET ADVISORS LTD | E | Control |
| CONLON, MITCHELL, PETER | I | RENAISSANCE ASSET ADVISORS LTD | E | Control |
| CONLON, MITCHELL, PETER | I | RENAISSANCE ASSET ADVISORS LTD | E | Control |
| CONLON, MITCHELL, PETER | I | RENAISSANCE ASSET ADVISORS LTD | E | Control |
| CONLON, MITCHELL, PETER | I | RENAISSANCE ASSET ADVISORS LTD | E | Control |
| CONLON, MITCHELL, PETER | I | RENAISSANCE ASSET ADVISORS LTD | E | Control |
| CONLON, MITCHELL, PETER | I | RENAISSANCE ASSET ADVISORS LTD | E | Control |
| DART, STEPHEN, HARRIS | I | SAVINGS GROWERS, INC. | E | Control |
| DART, STEPHEN, HARRIS | I | SAVINGS GROWERS, INC. | E | Control |
| DART, STEPHEN, HARRIS | I | SAVINGS GROWERS, INC. | E | Control |
| DART, STEPHEN, HARRIS | I | SAVINGS GROWERS, INC. | E | Control |
| DART, STEPHEN, HARRIS | I | SAVINGS GROWERS, INC. | E | Control |
| DART, STEPHEN, HARRIS | I | SAVINGS GROWERS, INC. | E | Control |
| DART, STEPHEN, HARRIS | I | SAVINGS GROWERS, INC. | E | Control |
| DART, STEPHEN, HARRIS | I | SAVINGS GROWERS, INC. | E | Control |
| DART, STEPHEN, HARRIS | I | SAVINGS GROWERS, INC. | E | Control |
| DART, STEPHEN, HARRIS | I | SAVINGS GROWERS, INC. | E | Control |
| DART, STEPHEN, HARRIS | I | SAVINGS GROWERS, INC. | E | Control |
| DART, STEPHEN, HARRIS | I | SAVINGS GROWERS, INC. | E | Control |
| DART, STEPHEN, HARRIS | I | SAVINGS GROWERS, INC. | E | Control |
| DART, STEPHEN, HARRIS | I | SAVINGS GROWERS, INC. | E | Control |
| DART, STEPHEN, HARRIS | I | SAVINGS GROWERS, INC. | E | Control |
| DART, STEPHEN, HARRIS | I | SAVINGS GROWERS, INC. | E | Control |
| DART, STEPHEN, HARRIS | I | SAVINGS GROWERS, INC. | E | Control |
| DART, STEPHEN, HARRIS | I | SAVINGS GROWERS, INC. | E | Control |
| DART, STEPHEN, HARRIS | I | SAVINGS GROWERS, INC. | E | Control |
| DART, STEPHEN, HARRIS | I | SAVINGS GROWERS, INC. | E | Control |
| DART, STEPHEN, HARRIS | I | SAVINGS GROWERS, INC. | E | Control |
| DART, STEPHEN, HARRIS | I | SAVINGS GROWERS, INC. | E | Control |
Registrations
Federal
IA
Mar 30, 2019 REGISTERED
Notice Filings (7)
AZ CA FL NE NH NY WA
Address
720 OLIVE WAYSUITE 1000
SEATTLE, WA 98101
United States
Phone: 206-728-0222