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| Darwin Wealth Management LLC
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| CRD # | 166585 |
| SEC # | 801-80103 |
| CIK # | 0001663224 |
| AUM | 614.5 M (2026-03-06) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 813-579-4074 |
| Address | 4601 W North A Street Tampa, FL 33609-1909 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
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| Fees and Compensation — Form ADV Part 2A (3/6/2026) [Brochure] |
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Item 5 Fees and Compensation Portfolio Management Services Our fee for portfolio management services is based on a percentage of the assets in your account and is set forth in the annual fee schedule below. Assets in each of your accounts are included in the fee assessment unless specifically identified in writing for exclusion. Assets Under Management (Below $1 million) Annual Fee First $500,000 1.60% $500,001 - $1,000,000 1.35% Assets Under Management (Above $1 million) Annual Fee First $1,000,000 1.00% $1,000,001 - $2,000,000 0.90% $2,000,001 - $3,000,000 0.80% $3,000,001 - $5,000,000 0.70% $5,000,001 - $7,500,000 0.50% Above $7,500,000 0.40% At our discretion and in limited circumstances, we may negotiate the percentages assigned in the aforementioned annual fee schedule. The annual fee schedule above shall be applied to your account on a "blended" basis., meaning that each Annual Fee in the Schedule above will apply to the amounts specified in the Assets Under Management column. Our annual portfolio management fee is billed and payable monthly in arrears, based on the balance at end of billing period. However, certain legacy clients may be subject to a different fee schedule and billing arrangements as provided in their advisory agreement. If the portfolio management agreement is executed at any time other than the first day of a calendar month, our fees will apply on a pro rata basis, which means that the advisory fee is payable in proportion to the number of days in the month for which you are a client. Our advisory fee is negotiable, depending on individual client circumstances. At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee. For example, we may combine account values for you and your minor children, joint accounts with your spouse, and other types of related accounts. Combining account values may increase the asset total, which may result in your paying a reduced advisory fee based on the available breakpoints in our fee schedule stated above. We will send you an invoice for the payment of our advisory fee, or we will deduct our fee directly from your account through the qualified custodian holding your funds and securities. We will deduct our advisory fee only when you have given our firm written authorization permitting the fees to be paid directly from your account. Further, the qualified custodian will deliver an account statement to you at least quarterly. These account statements will show all disbursements from your account. You should review all statements for accuracy. You may terminate the portfolio management agreement upon 30 days written notice. You will incur a pro rata charge for services rendered prior to the termination of the portfolio management agreement, which means you will incur advisory fees only in proportion to the number of days in the quarter for which you are a client. If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees. Web-Based Portfolio Management Services Betterment charges a separate annual wrap fee that typically ranges from 0.12% to 0.20% of the account balances. The agreed upon fee will be memorialized in the separate advisory agreement you enter into with Betterment. However, we will pay Betterment's annual wrap fee from the advisory fee you pay to us as referenced in the above annual fee schedule. You will not pay our firm a higher advisory fee as a result of any sub-advisory relationships. Assets in each of your account(s) are included in the fee assessment unless specifically identified in writing for exclusion. The services included for the wrap fee include all of the services provided by Betterment and Betterment Securities through the Betterment for Advisors platform, including advisory services, custody of assets, execution and clearing of transactions, and account reporting. Utilizing the Betterment for Advisors platform may cause you to pay a higher aggregate fee than if the advisory, custodial, trade execution, and other services were purchased separately. All of the terms identified in the Fees and Compensation section for Portfolio Management Services apply to those clients utilizing our Web-Based Portfolio Management Services. Additional information regarding Betterment's fees and compensation is described in Betterment's Form ADV Part 2A. Selection of Other Advisers Advisory fees charged by TPMMs are separate and apart from our advisory fees. Assets managed by TPMMs will be included in calculating our advisory fee, which is based on the fee schedule set forth in the Portfolio Management Services section in this brochure. Advisory fees that you pay to the TPMM are established and payable in accordance with the brochure provided by each TPMM to whom you are referred. These fees may or may not be negotiable. You should review the recommended TPMM's brochure and take into consideration the TPMM's fees along with our fees to determine the total amount of fees associated with this program. Our recommendations to use third party money managers are included in our portfolio management fee. We do not charge you a separate fee for the selection of other advisers nor will we share in the advisory fee you pay directly to the TPMM. Advisory fees that you pay to the TPMM are established and payable in accordance with the Form ADV Part 2 or other equivalent disclosure document provided by each TPMM to whom you are referred. These fees may or may not be negotiable. You ... |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/6/2026) [Brochure] |
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Item 7 Types of Clients We offer investment advisory services to individuals, high net worth individuals, and corporations or other business entities. In general, we do not require a minimum dollar amount to open and maintain an advisory account; however, we have the right to terminate your Account if it falls below a minimum size which, in our sole opinion, is too small to manage effectively. |
| 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 ($M) |
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| AUM Breakdown | Accounts | AUM ($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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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