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Sparrow Wealth Management, Inc.

● SEC registered since 2025CRD 152670SEC# 801-132084Orlando, FL
Export (members)
Reg. AUM
$117.9M
Employees
1
Accounts
246
Location
Orlando, FL

Sparrow Wealth Management, Inc. assets under management

Sparrow Wealth Management, Inc. operates as an SEC-registered investment adviser based in Orlando, FL. The firm has been registered since 2025. It reports $117.9 million in regulatory assets under management and employs 1 people.
www.facebook.com/sparrowwealthmanagementView on SEC.gov ↗

Sparrow Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Christopher Jones ControlPresident, Chief Compliance Officer, ShareholderOver 75%2010

Frequently asked questions

How much does Sparrow Wealth Management, Inc. manage?

Sparrow Wealth Management, Inc. reports $117.9 million in regulatory assets under management on its Form ADV.

How many employees does Sparrow Wealth Management, Inc. have?

Sparrow Wealth Management, Inc. reports 1 employees.

Where is Sparrow Wealth Management, Inc. located?

Sparrow Wealth Management, Inc. is based in Orlando, FL and has been SEC-registered since 2025.

Does Sparrow Wealth Management, Inc. disclose fund performance?

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

Contact & registration

Address6900 Tavistock Lakes Blvd, Suite 400, Orlando, FL 32827
Phone(877) 330-9191
Fax(877) 330-9191
Office hoursBy Appointment Only
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$117.9M
Non-discretionary$0
Total (RAUM)$117.9M