SPARROW WEALTH MANAGEMENT

Overview

Sparrow Wealth Management is an independent, owner-operated registered investment adviser that focuses on serving individuals and families. The firm delivers financial planning and discretionary portfolio management across household clients, small-business owners and select institutional/business accounts. Its billing is flexible—percentage of assets under management plus hourly and fixed-fee arrangements—reflecting a mix of ongoing advisory relationships and project-based planning work. Investment activity is concentrated in publicly traded pooled vehicles rather than direct private placements. The firm is not positioned as a capital allocator and does not list third‑party alternative asset managers on its roster. It does not mark itself as an active ESG investor and is organized to serve a localized client base rather than a broad multi-state footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices