Darwin Wealth Management

RIASEC Registered

Total AUM

$718M

Discretionary

$718M

100% of AUM

Avg account

$125K

Accounts

5,725

Employees

Advisory reps

Firm details

Headquarters: Tampa, Florida
CRD number: 166585
Registered since: July 30, 2014
Website: darwinwealth.com
Custodians: GOLDMAN SACHS & CO. LLC, CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI66.92%
Individuals33.08%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Darwin Wealth Management is an independent, fee-based registered investment adviser operating as an LLC. The firm is SEC-registered (initial registration 2014) and serves individual and family clients with a primary billing model based on a percentage of assets under management. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and the publication of periodic newsletters. The firm acts as a capital allocator, deploying client capital both to public markets and to third-party alternative managers. It does not identify as an active ESG investor. Darwin Wealth Management received recognition from Citywire in 2021 as part of the "50 Growers Across America" list.