Darwin Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tampa, FL. Its latest Form ADV filing, dated March 6, 2026, reports $614M in regulatory assets under management, 10 employees, 3 offices, and 2,341 accounts.
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.2% of total clients.
Top client categories% of clientsClients
1
Individuals
81.2%
678
2
HNWI
18.8%
157
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$614Mas of March 6, 2026
Discretionary100.0%
$614M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$614M
Total Accounts2,341
10Y AUM Change+$385M (+167.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee84:1
10Y Employee Change-5 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.