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SPARROW WEALTH MANAGEMENT

ORLANDO, FL · CRD 152670 · IAPD ↗ · (877) 330-9191

$135.2MRegulatory AUM
1Advisory reps
1Employees
0Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
March 2025 — SPARROW WEALTH MANAGEMENT (ORLANDO, FL) is newly SEC-registered with $117.9M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.