Darwin Wealth Management

RIASEC RegisteredEst. 2014

Total AUM

$614M

Discretionary

$614M

100% of AUM

Avg account

$262K

Accounts

2,341

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, Hourly Charges, Fixed Fees
Client types: HNWI65.91%
Individuals34.09%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Darwin Wealth Management is an independent registered investment adviser organized as an LLC and SEC-registered since 2014. The firm serves individual and family clients and describes itself as a capital allocator that selects third-party managers on behalf of clients. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and publication of newsletters or periodicals. Fee arrangements are flexible—Darwin charges a percentage of assets under management and also uses hourly and fixed-fee billing. The firm reports an affiliation with an insurance company and is not designated as an active ESG investor. A Citywire accolade appeared for the firm in 2021 ("50 Growers Across America"), which is the only industry award noted in the record.