Darwin Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, publishing newsletters, and insurance. Financial planning was provided to 1,000 clients last fiscal year.
Darwin Wealth Management reports 835 clients. They include 678 individual clients and 157 high-net-worth individuals. Of its assets, 100.0% ($614M across 2,341 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 81% | 34% |
| High-net-worth individuals | 19% | 66% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 678 | $210M | 34.1% | $309K |
| High-net-worth individuals | 157 | $405M | 65.9% | $2.58M |
| Total | 835 | $614M | 100% | $736K |
- Clients
- 678
- Regulatory AUM
- $210M
- AUM share
- 34.1%
- Avg. per client
- $309K
- Clients
- 157
- Regulatory AUM
- $405M
- AUM share
- 65.9%
- Avg. per client
- $2.58M
Total
- Clients
- 835
- Regulatory AUM
- $614M
- AUM share
- 100%
- Avg. per client
- $736K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1000
Darwin Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Consulting Services
- Financial consulting is billed at $150 an hour or as a fixed fee of $750 to $1,500, negotiable; 50% is paid in advance.
- Financial Planning Services
- Financial planning is billed at $150 an hour or as a fixed fee of $750 to $1,500, negotiable; 50% is paid in advance.
Darwin Partners, LLC owns 75% or more of Darwin Wealth Management and is in turn owned by MRM Equity Group Holdings, LLC (75% or more). The leadership team of Darwin Wealth Management includes Chief Compliance Officer Michael Sorrentino. It has 10 employees, 6 of them in advisory roles.
Leadership
- Michael SorrentinoManaging Partner/Chief Compliance Officer
Investment adviser representatives
12 representatives listed in the SEC register as of 9 October 2026.
Staff
- 10 employees
- 6 in advisory functions
- 10 state-registered reps
- 5 insurance agents
- Owns 75% or more of Darwin Wealth Management, LLC
Darwin Partners, LLC
Control person · since February 2020
- Owns 75% or more of Darwin Partners, LLC
MRM Equity Group Holdings, LLC
Control person · since February 2020
- Owns 25% to 50% of MRM Equity Group Holdings, LLC
Michael Sorrentino
Control person · since February 2020
- Owns 25% to 50% of MRM Equity Group Holdings, LLC
Michael Bartolotta
Control person · since February 2020
- Owns 25% to 50% of MRM Equity Group Holdings, LLC
Jeremy Bartolotta
Control person · since February 2020
Darwin Wealth Management’s regulatory assets went from $621M (July 2021) to $614M (July 2026); clients fell from 1,174 to 835 and employees from 20 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $614M | 835 | 10 | 3 |
| March 2025 | $617M | 940 | 10 | 5 |
| March 2024 | $571M | 1,042 | 15 | 4 |
| March 2023 | $473M | 2,694 | 14 | 4 |
| June 2022 | $753M | 3,285 | 15 | 4 |
| July 2021 | $621M | 1,174 | 20 | 4 |
Besides its headquarters, Darwin Wealth Management has 2 offices, with 3 listed addresses in Connecticut and Florida.
Florida · 2 listed addresses
- 4601 W North A Street, TampaHQ
- 1940 East Bay Drive, Largo
Connecticut · 1 listed address
- 14 Elm Street, Westport
Contact and registration details
- Legal name
- Darwin Wealth Management, LLC
- Headquarters
- 4601 W North A Street, Tampa, FL 33609-1909
- Website
- darwinwealth.com
- Phone
- 813-579-4074
- @darwinpartners
- SEC file
- 801-80103
- Founded
- 2012
- Structure
- Florida LLC
- Fiscal year end
- December
Darwin Wealth Management uses Goldman Sachs & Co. ($395M, 71%), Charles Schwab ($148M, 26%) and Fidelity ($16.2M, 3%) as custodians for its separately managed accounts. Darwin Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $148M26%
- Goldman Sachs & Co.Goldman Sachs & Co. LLC · New York, NY · $395M71%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $16.2M3%
At year end, Darwin Wealth Management’s separately managed accounts were mostly in funds (51%) and stocks (19%). Its reported 13F holdings for the quarter ended 30 June 2026 total $365M across 777 positions; the largest are Select Sector SPDR TR (4.0%), Vaneck ETF Trust (4.0%) and iShares TR (3.9%).
What the accounts hold
- Stocks19%
- Funds51%
- Registered funds42%
- Pooled vehicles9%
- Cash10%
- Other20%
- Private placement structured note20%
Reported 13F holdings
- $365M
- Reported 13F value
- 777
- Positions
- 31.8%
- In the 10 largest
- +13.8%
- Value vs. prior quarter
- Select Sector SPDR TR · ST Str Techn ETF4.0%
- Vaneck ETF Trust · Clo ETF4.0%
- iShares TR · MSCI Eafe ETF3.9%
- Horizon Fds · Anfield Universl3.7%
- Vanguard World FD · Mega Grwth Ind3.1%
- iShares Inc. · MSCI Emrg Chn3.1%
- First TR Exchng Traded FD VI · Smit Unco BD ETF2.9%
- First TR Exchange-traded FD · Fst Low Oppt Eft2.6%
- Invesco Qqq TR · Unit Ser 12.2%
- iShares TR · Mbs ETF2.2%
Together, the ten largest are 31.8% of reported value.
How many clients does Darwin Wealth Management have?
Darwin Wealth Management has 835 clients and manages $614 million for them, as of July 2026. They include 678 individual clients and 157 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 July 2026
What services does Darwin Wealth Management offer?
Darwin Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, publishing newsletters, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Darwin Wealth Management use?
Darwin Wealth Management’s separately managed account assets are held at Goldman Sachs & Co. LLC (New York, NY), with $395M, Charles Schwab & Co., Inc. (Westlake, TX), with $148M and Fidelity Brokerage Services LLC (Smithfield, RI), with $16.2M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 July 2026
How many financial advisors does Darwin Wealth Management have?
Darwin Wealth Management has 10 investment adviser representatives registered with state securities authorities, out of 10 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Darwin Wealth Management invest in?
At the end of its last fiscal year, Darwin Wealth Management’s separately managed accounts held 42% registered funds (mutual funds, ETFs, BDCs), 20% other, 19% exchange-traded equities, 10% cash and equivalents and 9% pooled vehicles (private funds and similar). The 20% other category is described as: Private Placement Structured Note.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Darwin Wealth Management?
Darwin Wealth Management is owned through a chain of holding companies by Michael Sorrentino and Michael and Jeremy Bartolotta. Its direct owner is Darwin Partners, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 7 July 2026
How does Darwin Wealth Management get paid?
Darwin Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Darwin Wealth Management registered with the SEC?
Yes, Darwin Wealth Management has been registered with the SEC as an investment adviser since 30 July 2014. Its CRD number is 166585 and its SEC file number is 801-80103.
Source: Form ADV Part 1A, Item 1, filed 7 July 2026; IAPD firm record
How do I contact Darwin Wealth Management?
Darwin Wealth Management’s main office is at 4601 W North A Street, Tampa, FL 33609-1909. Its phone number is 813-579-4074. Its website is darwinwealth.com.