|
⚲
|
| Darwin Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 166585 |
| SEC # | 801-80103 |
| CIK # | 0001663224 |
| AUM | $570.6 MM (2024-03-14) |
| Employees | 15 (40% Investors, 0% Brokers) |
| Phone | 813-579-4074 |
| Address | 4601 W North A Street Tampa, FL 33609-1909 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GOOGL | 1,475,138.5 | 4.3 | |
| NOW | 94,905.7 | 2.7 | |
| AVGO | 201,282.9 | 2.6 | |
| V | 419,260.5 | 2.6 | |
| NVDA | 399,550.0 | 2.4 | |
| NFLX | 79,791.6 | 2.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 904 | 446.4 |
| (b) Individuals (high net worth individuals) | 138 | 124.2 |
| (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 | 3,636 | 570.6 |
| By Discretionary | ||
| Discretionary | 3,636 | 570.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,636 | 570.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 570.6 | |
| Total | 3,636 | 570.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001663224] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Waller Financial Planning Group Inc
✚
|
OH | 0.6 |
|
Beam Wealth Advisors Inc
✚
|
LA | 0.6 |
|
Copper Harbor Investment Advisors LLC
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|
WI | 0.6 |
|
Bard Financial Services Inc
✚
|
CT | 0.6 |
|
Duncan & Haley Ltd
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|
WA | 0.6 |
|
Klaas Financial Asset Advisors LLC
✚
|
IL | 0.6 |
|
Dividend Assets Capital LLC
✚
|
SC | 0.6 |
|
Kaiser Partner Financial Advisors Ltd
✚
|
0.6 | |
|
First Affirmative Financial Network LLC
✚
|
CO | 0.6 |
|
Montz Harcus Wealth Management LLC
✚
|
LA | 0.6 |