SPARROW WEALTH MANAGEMENT, INC.
Legal name: SPARROW WEALTH MANAGEMENT
CRD #152670 SEC #801-132084 ORLANDO, FL (877) 330-9191
SEC Registered
Total AUM
$117.9M
Discretionary
$117.9M
Employees
1
Clients
51
Accounts
246
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $117.9M | $117.9M | $0 | 1 | 0 |
| Jun 2025 | $117.9M | $117.9M | $0 | 1 | 0 |
| Jan 2025 | $117.9M | $117.9M | $0 | 1 | 0 |
| Mar 2012 | $31.5M | $31.5M | $0 | 1 | 26 |
| Jan 2012 | $31.5M | $31.5M | $0 | 1 | 26 |
| Jul 2011 | $49.8M | $49.8M | $0 | 5 | -- |
| Mar 2011 | $49.8M | $49.8M | $0 | 5 | -- |
| May 2010 | $40.9M | $40.9M | $0 | 5 | -- |
| May 2010 | $40.9M | $40.9M | $0 | 5 | -- |
| Mar 2010 | $40.9M | $40.9M | $0 | 5 | -- |
| Jan 2010 | $0 | $0 | $0 | 5 | -- |
DateJun 2025
Total AUM$117.9M
Discretionary$117.9M
Non-Disc.$0
Employees1
Clients0
DateJun 2025
Total AUM$117.9M
Discretionary$117.9M
Non-Disc.$0
Employees1
Clients0
DateJan 2025
Total AUM$117.9M
Discretionary$117.9M
Non-Disc.$0
Employees1
Clients0
DateMar 2012
Total AUM$31.5M
Discretionary$31.5M
Non-Disc.$0
Employees1
Clients26
DateJan 2012
Total AUM$31.5M
Discretionary$31.5M
Non-Disc.$0
Employees1
Clients26
DateJul 2011
Total AUM$49.8M
Discretionary$49.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$49.8M
Discretionary$49.8M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$40.9M
Discretionary$40.9M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$40.9M
Discretionary$40.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$40.9M
Discretionary$40.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--