Darwin Wealth Management
Darwin Wealth Management is an SEC-registered mass-market adviser in Tampa, FL with $614.5M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Darwin Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 166585, SEC 801-80103, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $614.5M (2026-03-06)
- Firm type
- Mass-Market Adviser
- Location
- Tampa, FL
- Employees
- 10
- Clients
- 835
- CRD
- 166585
- Ownership
- DARWIN PARTNERS, LLC; MANAGEMENT SOLUTIONS, LLC; HARWOOD, ROBERT, BARRY; CULLEN, JAMES, MICHAEL; SORRENTINO, MICHAEL, THOMAS
How much AUM does Darwin Wealth Management have?
Darwin Wealth Management reported $614.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Darwin Wealth Management?
Disclosed owners and executives of Darwin Wealth Management include DARWIN PARTNERS, LLC, MANAGEMENT SOLUTIONS, LLC, HARWOOD, ROBERT, BARRY, CULLEN, JAMES, MICHAEL, SORRENTINO, MICHAEL, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.