Falists
← Back to search

DARWIN WEALTH MANAGEMENT

DARWIN WEALTH MANAGEMENT, LLC

CRD 166585 · SEC 801-80103

Visit website

4601 W NORTH A STREET, TAMPA, FL, 33609-1909, United States

Phone

813-579-4074

Fax

813-354-3688

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$614.5M

Discretionary AUM

$614.5M

Team

10 total employees; 6 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions

Org form

Limited Liability Company

Filing date

2026-03-06

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicals

Client types

TypeClientsAUM
Individuals678$209.5M
High net worth individuals157$405.0M

States served

VT, AL, CA, CO, GA, IL, LA, MA, NJ, NY, NC, OH, PA, SC, TN, VA, TX, CT, FL

All web addresses on file

Official SEC filing: View on IAPD