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SPARROW WEALTH MANAGEMENT

SPARROW WEALTH MANAGEMENT, INC.

CRD 152670 · SEC 801-132084

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6900 TAVISTOCK LAKES BLVD, SUITE 400, ORLANDO, FL, 32827, United States

Phone

(877) 330-9191

Fax

(877) 330-9191

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$135.2M

Discretionary AUM

$135.2M

Team

1 total employees; 1 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-02-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals12$6.3M
High net worth individuals52$128.9M

States served

CA, NV, PA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD