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DARWIN WEALTH MANAGEMENT
4601 W North A Street
Tampa, Florida 33609-1909
Tel: 813-579-4074
About DARWIN WEALTH MANAGEMENT
DARWIN WEALTH MANAGEMENT, formally registered with the SEC as DARWIN WEALTH MANAGEMENT. The firm was established in 07/30/2014. They have over 4 offices throughout the country.
DARWIN WEALTH MANAGEMENT is a Tampa, Florida based Financial Planning firm with nearly $570,644,163 assets under management, offering retirement planning & investment advisory services to 3636 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 166585 |
| SEC# | 801-80103 |
| Assets Managed by Firm | $570,644,163 |
| No. of Clients | 3636 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3636 | $570,644,163 |
| Individuals (other than high net worth individuals) | 904 | $446,402,273 |
| High net worth individuals | 138 | $124,241,890 |
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