Darwin Wealth Management

RIASEC Registered
Total AUM
$718M
Discretionary
$718M
100% of AUM
Avg account
$125K
Accounts
5,725
Employees
10
Advisory reps
12

Firm details

Headquarters
Tampa, Florida
CRD number
166585
Registered since
July 30, 2014
Custodians
GOLDMAN SACHS & CO. LLC, CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI66.92%
  • Individuals33.08%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Darwin Wealth Management is an independent, fee-based registered investment adviser operating as an LLC. The firm is SEC-registered (initial registration 2014) and serves individual and family clients with a primary billing model based on a percentage of assets under management. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and the publication of periodic newsletters. The firm acts as a capital allocator, deploying client capital both to public markets and to third-party alternative managers. It does not identify as an active ESG investor. Darwin Wealth Management received recognition from Citywire in 2021 as part of the "50 Growers Across America" list.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 42%, Other 20%, Exchange Traded Equities 19%, Cash & Cash Equivalents 10%, Private Funds 9%42%
  • Public Funds/Mutual Funds42%
  • Other20%
  • Exchange Traded Equities19%
  • Cash & Cash Equivalents10%
  • Private Funds9%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 350

Active vs passive

$380M in ETFs

Passive

65%

$248M

Active

33%

$132M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK)State StreetPassiveTechnology$14.7M77,2223.87%

Location

Primary office

Tampa, FL

Hillsborough

Location

Tampa, FL

Headquartered in Tampa, FL, in the South of the United States.

Region
South
County
Hillsborough
Address
4601 W North A St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth