DARBY WEALTH PLANNING LLC

Overview

Darby Wealth Planning LLC is an independent registered investment adviser focused on individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and acts as a capital allocator by selecting outside advisers and managers when appropriate. Its stated fee arrangements include percentage-of-AUM, hourly and fixed-fee engagements, reflecting a mix of ongoing investment management relationships and project-based planning work. Investment activity centers on equity exposure delivered largely through separately managed account (SMA) structures and exchange-traded instruments. With a small client roster, the firm appears to emphasize customized portfolio construction and tax-aware implementation for high-net-worth households, while retaining the flexibility to bring in third-party managers or specialist strategies when clients' needs require it.

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Public Holdings

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Location & Offices