Hedge Fund Database

DARWIN WEALTH MANAGEMENT

DARWIN WEALTH MANAGEMENT, LLC Legal Name

Adviser information for DARWIN WEALTH MANAGEMENT last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Florida, United States

Employees

Total Number of Employees 15
Investment Advisory/Research 6
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 7
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 3,636 $570.6M
Non-Discretionary 0 $0
Total 3,636 $570.6M

Clients

Type Number RAUM
Individuals 904 $446.4M
HNW Individuals 138 $124.2M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1000

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newsletters
Compensation % of AUMHourly chargesFixed feesCommissions

Identifiers

SEC RIA File Number 801-80103
SEC ERA File Number 801-80103
SEC CIK Numbers 1663224
SEC CRD Numbers 166585
Legal Entity Identifier None

Principal Office

4601 W NORTH A STREET
TAMPA
FL
United States
Monday - Friday, 9-5
Tel: 813-579-4074, Fax: 813-354-3688

Websites

www.youtube.com/channel/uconwggqb2wcx0wuyh8rvyla darwinwealth.com www.linkedin.com/company/darwinpartners investwithdarwin.com www.facebook.com/darwinwealthpartners/

Chief Compliance Officer

MICHAEL SORRENTINO
MANAGING PARTNER/CCO
4601 W NORTH A STREET
TAMPA
FL
United States
Tel: 813-579-4074
Fax: 813-354-3688
(Full email address available in API data)

Regulatory Contact

JILL VEENSTRA
COMPLIANCE CONSULTANT
44 MILTON AVENUE
#314
ALPHARETTA
GA
United States
Tel: 770-462-2118
(Full email address available in API data)

Industry Affiliates

DARWIN ASSET MANAGEMENT, LLC Other investment adviser, including financial planners
DARWIN INSURANCE GROUP, LLC Insurance company or agency

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
SORRENTINO, MICHAEL, THOMAS Individual – MANAGING PARTNER/CHIEF COMPLIANCE OFFICER 09/2023 < 5%
SORRENTINO, MICHAEL, THOMAS Individual MRM EQUITY GROUP HOLDINGS, LLC MANAGING MEMBER 02/2020 25-50%
BARTOLOTTA, MICHAEL, SEBASTIAN Individual MRM EQUITY GROUP HOLDINGS, LLC MANAGING MEMBER 02/2020 25-50%
BARTOLOTTA, JEREMY Individual MRM EQUITY GROUP HOLDINGS, LLC MANAGING MEMBER 02/2020 25-50%
DARWIN PARTNERS, LLC Domestic Entity – MANAGING MEMBER 02/2020 > 75%
MRM EQUITY GROUP HOLDINGS, LLC Domestic Entity DARWIN PARTNERS, LLC MEMBER 02/2020 > 75%

No. Employees, Historic

2010020202021202220232024202520 on 3/24/202020 on 3/31/202020 on 3/31/202020 on 4/16/202020 on 4/23/202020 on 4/29/202020 on 4/29/202020 on 6/26/202020 on 8/10/202020 on 8/10/202020 on 11/6/202020 on 3/30/202120 on 4/22/202120 on 4/22/202120 on 4/26/202120 on 6/28/202120 on 7/16/202120 on 11/2/202115 on 3/30/202215 on 6/17/202215 on 6/29/202215 on 10/5/202215 on 12/19/202214 on 3/29/202314 on 10/17/202314 on 12/22/202315 on 3/14/2024

RAUM, Historic

800M400M0202020212022202320242025460492286 on 3/24/2020460492286 on 3/31/2020460492286 on 3/31/2020460492286 on 4/16/2020460492286 on 4/23/2020460492286 on 4/29/2020460492286 on 4/29/2020460492286 on 6/26/2020460492286 on 8/10/2020460492286 on 8/10/2020460492286 on 11/6/2020621392727 on 3/30/2021621392727 on 4/22/2021621392727 on 4/22/2021621392727 on 4/26/2021621392727 on 6/28/2021621392727 on 7/16/2021621392727 on 11/2/2021752986662 on 3/30/2022752986662 on 6/17/2022752986662 on 6/29/2022752986662 on 10/5/2022752986662 on 12/19/2022473212345 on 3/29/2023473212345 on 10/17/2023473212345 on 12/22/2023570644163 on 3/14/2024

No. Clients, Historic

4,0002,00002020202120222023202420251027 on 3/24/20201027 on 3/31/20201027 on 3/31/20201027 on 4/16/20201027 on 4/23/20201027 on 4/29/20201027 on 4/29/20201027 on 6/26/20201027 on 8/10/20201027 on 8/10/20201027 on 11/6/20201174 on 3/30/20211174 on 4/22/20211174 on 4/22/20211174 on 4/26/20211174 on 6/28/20211174 on 7/16/20211174 on 11/2/20213285 on 3/30/20223285 on 6/17/20223285 on 6/29/20223285 on 10/5/20223285 on 12/19/20222694 on 3/29/20232694 on 10/17/20232694 on 12/22/20231042 on 3/14/2024

Holdings

From latest 13F, filed August 8th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AT&T INC COM 246K 13K –
ABBVIE INC COM 341K 2K –
ADOBE INC COM 2M 3K –
ALPHABET INC CAP STK CL C 1M 7K –
ALPHABET INC CAP STK CL A 4M 24K –
BROADCOM INC COM 3M 2K –
COMCAST CORP NEW CL A 1M 37K –
COSTCO WHSL CORP NEW COM 790K 929 –
DUKE ENERGY CORP NEW COM NEW 367K 4K –
ETF SER SOLUTIONS DISTILLATE US 956K 19K –
EXXON MOBIL CORP COM 424K 4K –
FIDELITY NATL INFORMATION SV COM 225K 3K –
FIRST TR VALUE LINE DIVID IN SHS 224K 6K –
FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 3M 85K –
FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 825K 44K –
FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 6M 245K –
FIRST TR EXCH TRADED FD III LNG/SHT EQUITY 3M 42K –
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 11M 223K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 204K 5K –
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 5M 106K –
FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 11M 465K –
FIRST TR EXCHNG TRADED FD VI TCW SECURITIZED 372K 18K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 648K 15K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 442K 13K –
FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 4M 121K –
INDEXIQ ETF TR HEDGE MLTI ETF 7M 220K –
POWERSHARES ACTIVELY MANAGED S&P500 DOWNSID 3M 78K –
INTUITIVE SURGICAL INC COM NEW 223K 502 –
INVESCO EXCHANGE TRADED FD T GBL LISTED PVT 1M 20K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 2M 12K –
INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 217K 2K –
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 370K 6K –
INVESCO EXCH TRADED FD TR II FNDMNTL HY CRP 2M 101K –
ISHARES TR MSCI CHINA ETF 2M 55K –
ISHARES TR MSCI USA MMENTM 251K 1K –
ISHARES INC MSCI EMRG CHN 6M 106K –
ISHARES TR GLOBAL EQUITY 2M 56K –
JPMORGAN CHASE & CO. COM 438K 2K –
JANUS DETROIT STR TR B-BBB CLO ETF 7M 136K –
MASTERCARD INCORPORATED CL A 263K 596 –
MONGODB INC CL A 1M 5K –
NETFLIX INC COM 2M 3K –
NVIDIA CORPORATION COM 2M 19K –
PALANTIR TECHNOLOGIES INC CL A 210K 8K –
PRICE T ROWE GROUP INC COM 300K 3K –
PROSHARES TR S&P 500 DV ARIST 727K 8K –
S&P GLOBAL INC COM 248K 556 –
SPDR S&P 500 ETF TR TR UNIT 589K 1K –
SPDR GOLD TR GOLD SHS 310K 1K –
SPDR SER TR PRTFLO S&P500 GW 5M 63K –
SPDR SER TR PORTFOLIO AGRGTE 207K 8K –
SSGA ACTIVE ETF TR BLACKSTONE SENR 9M 227K –
SPDR SER TR BLOOMBERG 1-3 MO 7M 75K –
SPDR SER TR SSGA US LRG ETF 709K 5K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 6M 38K –
SELECT SECTOR SPDR TR SBI CONS STPLS 4M 49K –
SELECT SECTOR SPDR TR SBI CONS DISCR 2M 11K –
SELECT SECTOR SPDR TR ENERGY 323K 4K –
SELECT SECTOR SPDR TR FINANCIAL 3M 72K –
SELECT SECTOR SPDR TR INDL 2M 19K –
SELECT SECTOR SPDR TR TECHNOLOGY 8M 37K –
SELECT SECTOR SPDR TR COMMUNICATION 5M 57K –
SERVICENOW INC COM 3M 3K –
TESLA INC COM 238K 1K –
TWO RDS SHARED TR ANFIELD UNVL ETF 15M 2M –
UBER TECHNOLOGIES INC COM 1M 19K –
UNITEDHEALTH GROUP INC COM 512K 1K –
VANECK ETF TRUST FALLEN ANGEL HG 8M 281K –
VANECK ETF TRUST MRNGSTR WDE MOAT 1M 12K –
VANECK ETF TRUST CLO ETF 10M 194K –
VERIZON COMMUNICATIONS INC COM 395K 10K –
VERTIV HOLDINGS CO COM CL A 337K 4K –
VISA INC COM CL A 3M 10K –
WORKDAY INC CL A 1M 6K –
ACCENTURE PLC IRELAND SHS CLASS A 232K 764 –
EATON CORP PLC SHS 2M 6K –
EVEREST GROUP LTD COM 218K 573 –
ROYAL CARIBBEAN GROUP COM 284K 2K –