Darwin Wealth Management, LLC
● SEC registered since 2014CRD 166585SEC# 801-80103Tampa, FL
Reg. AUM
$614.5M
Employees
10
Accounts
2,341
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 $614.5 million in regulatory assets under management and employs 10 people.
Darwin Wealth Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Darwin Partners, LLC Control | Managing Member | Over 75% | 2020 |
| Michael Thomas Sorrentino Control | Managing Partner/Chief Compliance Officer | Under 5% | 2023 |
| Jeremy Bartolotta Control | Managing Member | 25-50% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Darwin Wealth Management, LLC manage?
Darwin Wealth Management, LLC reports $614.5 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
| Address | 4601 W North a Street, Tampa, FL 33609-1909 |
| Phone | 813-579-4074 |
| Fax | 813-354-3688 |
| Office hours | 9-5 |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1663224 |
| Discloses disciplinary history | No |
Regulatory AUM
$614.5MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$614.5Mregulatory AUM
Discretionary $614.5M