# Darwin Wealth Management

> 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.

- CRD: 166585
- Filed as: DARWIN WEALTH MANAGEMENT
- Legal name: Darwin Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tampa, FL
- Filing period: October 2026
- Form ADV filing dated: July 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166585
- AdvisorCensus page: https://advisorcensus.com/firm/darwin-wealth-management-tampa-fl-166585

## Quick answers

**How is Darwin Wealth Management compensated?**
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).

**Where is Darwin Wealth Management located?**
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).

**Is Darwin Wealth Management registered with the SEC or a state?**
Darwin Wealth Management is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 166585.

**How much does Darwin Wealth Management manage?**
Darwin Wealth Management reports $614,495,581 in regulatory assets under management in its Form ADV filing dated July 7, 2026 (100% discretionary).

**How have Darwin Wealth Management's assets and staff changed since 2021?**
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.

**What types of clients does Darwin Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (678); high net worth individuals (157).

**Which custodians does Darwin Wealth Management use?**
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.

**Does Darwin Wealth Management report any disciplinary disclosures?**
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

**What changed in Darwin Wealth Management's recent Form ADV filings?**
In the August 2026 filing data: No longer lists an office in Tampa, FL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- Goldman Sachs & Co. LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $614,495,581
- Discretionary: $614,495,581
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 678 | $209,504,337 |
| High net worth individuals | 157 | $404,991,244 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 10 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, CO, CT, FL, GA, IL, LA, MA, NC, NJ, NY, OH, PA, SC, TN, TX, VA, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Largo, FL
- Westport, CT

### Websites listed on Form ADV (Item 1.I)
- darwinwealth.com
- investwithdarwin.com
- Facebook @DarwinWealthPartners
- LinkedIn @darwinpartners
- YouTube @UConWGgqb2WcX0WUyH8RvYlA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $621,392,727 | 20 | July 16, 2021 |
| October 2022 | $752,986,662 | 15 | June 29, 2022 |
| October 2023 | $473,212,345 | 14 | March 29, 2023 |
| October 2024 | $570,644,163 | 15 | March 14, 2024 |
| October 2025 | $617,322,592 | 10 | March 29, 2025 |
| October 2026 | $614,495,581 | 10 | July 7, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- No longer lists an office in Tampa, FL.

### April 2026
- No longer lists an office in Westport, CT.

### November 2025
- Added an office in Westport, CT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Darwin Wealth Management (CRD 166585): Form ADV filing data as of October 2026.