Sparrow Wealth Management
Sparrow Wealth Management is an SEC-registered wealth manager in Orlando, FL with $135.2M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Sparrow Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152670, SEC 801-132084, data through 2026-02-20.
- AUM (assets under management / regulatory AUM)
- $135.2M (2026-02-20)
- Firm type
- Wealth Manager
- Location
- Orlando, FL
- Employees
- 1
- Clients
- 64
- CRD
- 152670
- Ownership
- JONES, CHRISTOPHER, MICHAEL; JONES, CHRISTOPHER
How much AUM does Sparrow Wealth Management have?
Sparrow Wealth Management reported $135.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-20).
Who owns Sparrow Wealth Management?
Disclosed owners and executives of Sparrow Wealth Management include JONES, CHRISTOPHER, MICHAEL, JONES, CHRISTOPHER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.