DARWIN WEALTH MANAGEMENT
Firm details
- Headquarters
- TAMPA, Florida
- CRD number
- 166585
- Registered since
- July 30, 2014
- Website
- darwinwealth.com
- Custodians
- GOLDMAN SACHS & CO. LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- HNWI65.91%
- Individuals34.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Darwin Wealth Management is an independent SEC-registered investment adviser organized as an LLC and operating since 2014. The firm positions itself as a capital allocator for individual and family clients, offering a mix of portfolio management and financial planning services along with pension consulting and the selection of other advisers. Its advisory menu also includes publishing periodic commentary or newsletters. Fee arrangements are flexible—Darwin charges percentage-of-AUM fees but also uses hourly, fixed-fee, and commission-based billing. The firm does not self-identify as an ESG-focused investor. An industry mention: Darwin appeared in Citywire’s "50 Growers Across America" list in 2021.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- Public Funds/Mutual Funds13%
- Investment Grade Corp Bonds10%
- Other10%
- Cash & Cash Equivalents7%
Owners & executives
1 of 1MATTHEW KRUEGER
Chief Risk OfficerCRD 5691068
Contacts
3 of 11Kaelan Dean
Financial PlannerCRD 7340891
Ryan Creecy
Financial AdvisorCRD 7423765
Trevor Saunders
Financial AdvisorCRD 5506542
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 338Active vs passive
$346M in ETFs
61%
$212M
37%
$134M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK CLO ETF (CLOI) | VanEck | Active | Ultrashort Bond | $13.7M | 259,309 | 3.95% |
Location
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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