{
  "crd_number": 166585,
  "slug": "darwin-wealth-management-tampa-fl-166585",
  "primary_business_name": "DARWIN WEALTH MANAGEMENT",
  "legal_name": "DARWIN WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Tampa",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "45300",
  "metro": {
    "cbsa_code": "45300",
    "common_name": "Tampa",
    "msa_name": "Tampa-St. Petersburg-Clearwater, FL",
    "path": "/advisors/fl/tampa"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-07-30",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-07-07",
  "carried_forward": false,
  "raum_total": 614495581.0,
  "raum_discretionary": 614495581.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 10,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 209504337.0,
      "count": 678
    },
    "high_net_worth_individuals": {
      "raum": 404991244.0,
      "count": 157
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "IL",
    "LA",
    "MA",
    "NC",
    "NJ",
    "NY",
    "OH",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "VT"
  ],
  "websites": [
    "https://darwinwealth.com",
    "https://facebook.com/DarwinWealthPartners",
    "https://investwithdarwin.com",
    "https://linkedin.com/company/darwinpartners",
    "https://youtube.com/channel/UConWGgqb2WcX0WUyH8RvYlA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166585",
  "city_as_filed": "TAMPA",
  "url": "https://advisorcensus.com/firm/darwin-wealth-management-tampa-fl-166585",
  "display_name": "Darwin Wealth Management",
  "summary": "Darwin Wealth Management is an SEC-registered investment advisory firm in Tampa, FL, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 7, 2026.",
  "citation": "AdvisorCensus. Darwin Wealth Management (CRD 166585): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters"
  ],
  "quick_answers": [
    {
      "q": "How is Darwin Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Darwin Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Darwin Wealth Management charge?",
      "a": "Its Form ADV Part 2A brochure dated March 6, 2026 states: Hourly rate: $150 an hour (financial planning services); Flat fee: $750 to $1,500 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Darwin Wealth Management located?",
      "a": "Darwin Wealth Management's principal office is in Tampa, FL, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Darwin Wealth Management registered with the SEC or a state?",
      "a": "Darwin Wealth Management is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 166585."
    },
    {
      "q": "How much does Darwin Wealth Management manage?",
      "a": "Darwin Wealth Management reports $614,495,581 in regulatory assets under management in its Form ADV filing dated July 7, 2026 (100% discretionary)."
    },
    {
      "q": "How have Darwin Wealth Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Darwin Wealth Management: Regulatory assets under management: $621,392,727 in the October 2021 data and $614,495,581 in the October 2026 data, down 1%. Total employees: 20 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Darwin Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (678); high net worth individuals (157)."
    },
    {
      "q": "Which custodians does Darwin Wealth Management use?",
      "a": "Darwin Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and Goldman Sachs & Co. LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Darwin Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/166585"
    },
    {
      "q": "What changed in Darwin Wealth Management's recent Form ADV filings?",
      "a": "In the August 2026 filing data: No longer lists an office in Tampa, FL."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 621392727.0,
      "total_employees": 20,
      "filing_date": "2021-07-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 752986662.0,
      "total_employees": 15,
      "filing_date": "2022-06-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 473212345.0,
      "total_employees": 14,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 570644163.0,
      "total_employees": 15,
      "filing_date": "2024-03-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 617322592.0,
      "total_employees": 10,
      "filing_date": "2025-03-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 614495581.0,
      "total_employees": 10,
      "filing_date": "2026-07-07"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "No longer lists an office in Tampa, FL."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists an office in Westport, CT."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Added an office in Westport, CT."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 6, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $150 an hour (financial planning services)",
      "Flat fee: $750 to $1,500 (financial planning services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $150 an hour (financial planning services)"
        ],
        "quotes": [
          "We charge either an hourly fee or a fixed fee for financial planning services. Our hourly fee is $150 per hour and our fixed fee ranges from $750 - $1,500."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $750 to $1,500 (financial planning services)"
        ],
        "quotes": [
          "We charge either an hourly fee or a fixed fee for financial consulting services. Our hourly fee is $150 per hour and our fixed fee ranges from $750 - $1,500."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 150.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 750.0,
          "max": 1500.0,
          "period": "one_time",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "We charge either an hourly fee or a fixed fee for financial planning services. Our hourly fee is $150 per hour and our fixed fee ranges from $750 - $1,500.",
      "We charge either an hourly fee or a fixed fee for financial consulting services. Our hourly fee is $150 per hour and our fixed fee ranges from $750 - $1,500."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "Goldman Sachs & Co. LLC",
      "name_as_filed": "GOLDMAN SACHS & CO. LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/darwin-wealth-management-tampa-fl-166585.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 678,
      "fewer_than_5": false,
      "raum": 209504337.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 157,
      "fewer_than_5": false,
      "raum": 404991244.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166585",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}