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Principal and Wealth Manager · Capstone Wealth Management Group, LLC

Richard J. Condeelis

CRD 6693563 · Named on Form ADV at one SEC-registered adviser

At a glance

Capstone Wealth Management Group, LLC, an SEC-registered wealth manager based in Dunmore, PA with $356 million in regulatory assets, lists Richard J. Condeelis on its Form ADV as Principal and Wealth Manager, a control person.

Firms and roles

AtlasMembers

Richard’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Bryan A. KupchikPrincipal and Wealth Manager / Chief Compliance Officer, Capstone Wealth Management Group, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Richard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.