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Darwin Wealth Management, LLC

● SEC registered since 2014CRD 166585SEC# 801-80103Tampa, FL
Export (members)
Reg. AUM
$617.3M
Employees
10
Accounts
2,650
Location
Tampa, FL

Darwin Wealth Management, LLC assets under management

Darwin Wealth Management, LLC is an investment advisory firm registered with the SEC based in Tampa, FL. The firm has been registered since 2014. It reports $617.3 million in regulatory assets under management and employs 10 people.

Darwin Wealth Management, LLC owners & executives

6 reported
NameTitleOwnershipSince
Darwin Partners, LLC ControlManaging MemberOver 75%2020
Michael Thomas Sorrentino ControlManaging Partner/Chief Compliance OfficerUnder 5%2023
Jeremy Bartolotta ControlManaging Member25-50%2020
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Frequently asked questions

How much does Darwin Wealth Management, LLC manage?

Darwin Wealth Management, LLC reports $617.3 million in regulatory assets under management on its Form ADV.

How many employees does Darwin Wealth Management, LLC have?

Darwin Wealth Management, LLC reports 10 employees.

Where is Darwin Wealth Management, LLC located?

Darwin Wealth Management, LLC is based in Tampa, FL and has been SEC-registered since 2014.

Does Darwin Wealth Management, LLC disclose fund performance?

Darwin Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4601 W North a Street, Tampa, FL 33609-1909
Phone813-579-4074
Fax813-354-3688
Office hours5-Sep
SEC regionMiami Regional Office (MIRO)
CIK1663224
Discloses disciplinary historyNo

Assets under management

Discretionary$617.3M
Non-discretionary$0
Total (RAUM)$617.3M