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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Darwin Wealth Management LLC
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|---|---|
| CRD # | 166585 |
| SEC # | 801-80103 |
| CIK # | 0001663224 |
| AUM | $617.3 M (2025-03-29) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 813-579-4074 |
| Address | 4601 W North A Street Tampa, FL 33609-1909 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 4.1 | ||
| Lam Research Corp | 3.4 | ||
| Amazon Com Inc | 3.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 801 | 270.6 |
| (b) Individuals (high net worth individuals) | 139 | 346.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,650 | 617.3 |
| By Discretionary | ||
| Discretionary | 2,650 | 617.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,650 | 617.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 617.3 | |
| Total | 2,650 | 617.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001663224] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Altrius Capital Management Inc
✚
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MI | 0.6 |
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Broadview Financial Management LLC
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WI | 0.6 |
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Materetsky Financial Group Inc
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FL | 0.6 |
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MTM Financial Group LLC
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PA | 0.6 |
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Dividend Assets Capital LLC
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SC | 0.6 |
|
Financial Management Strategies Inc
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OH | 0.6 |
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G A Repple & Company
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FL | 0.6 |
|
Preisz Associates Inc
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OR | 0.6 |
|
Legacy Capital Group California Inc
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CA | 0.6 |
|
Sageguard Financial Group LLC
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TN | 0.6 |