|
⚲
|
| Darwin Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 166585 |
| SEC # | 801-80103 |
| CIK # | 0001663224 |
| AUM | $614.5 M (2026-03-06) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 813-579-4074 |
| Address | 4601 W North A Street Tampa, FL 33609-1909 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 4.9 | ||
| Lam Research Corp | 3.8 | ||
| Coca Cola Co | 3.7 | ||
| Alphabet Inc | 3.6 | ||
| Netflix Inc | 3.5 | ||
| Amazon Com Inc | 3.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 678 | 209.5 |
| (b) Individuals (high net worth individuals) | 157 | 405.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,341 | 614.5 |
| By Discretionary | ||
| Discretionary | 2,341 | 614.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,341 | 614.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 614.5 | |
| Total | 2,341 | 614.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001663224] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hapanowicz & Associates Financial Services Inc
✚
|
PA | 0.6 |
|
Capital Planning LLC
✚
|
WA | 0.6 |
|
Clear Wave Wealth Management LLC
✚
|
NJ | 0.6 |
|
West Wealth Group LLC
✚
|
CA | 0.6 |
|
Greenbush Financial Group LLC
✚
|
NY | 0.6 |
|
Hiltop Partners LLC
✚
|
IN | 0.6 |
|
Catalina Capital Group LLC
✚
|
CA | 0.6 |
|
Weinand Financial Inc
✚
|
WA | 0.6 |
|
Wise Planning Inc
✚
|
0.6 | |
|
Drake & Associates LLC
✚
|
WI | 0.6 |