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DARWIN WEALTH MANAGEMENT

TAMPA, FL · CRD 166585 · IAPD ↗ · 813-579-4074

$614.5MRegulatory AUM
6Advisory reps
10Employees
0Clients
More than 500Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
December 2025 — DARWIN WEALTH MANAGEMENT added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2025 — DARWIN WEALTH MANAGEMENT added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2024 — DARWIN WEALTH MANAGEMENT shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2024 — DARWIN WEALTH MANAGEMENT crossed $500M in regulatory AUM ($473.2M -> $570.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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