Sparrow Wealth Management, Inc.
● SEC registered since 2025CRD 152670SEC# 801-132084Orlando, FL
Reg. AUM
$135.2M
Employees
1
Accounts
224
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 $135.2 million in regulatory assets under management and employs 1 people.
Sparrow Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Jones Control | President, Chief Compliance Officer, Shareholder | Over 75% | 2010 |
Frequently asked questions
How much does Sparrow Wealth Management, Inc. manage?
Sparrow Wealth Management, Inc. reports $135.2 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
| Address | 6900 Tavistock Lakes Blvd, Suite 400, Orlando, FL 32827 |
| Phone | (877) 330-9191 |
| Fax | (877) 330-9191 |
| Office hours | By Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$135.2M▲ 15%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$135.2Mregulatory AUM
Discretionary $135.2M