DARWIN WEALTH MANAGEMENT, LLC
Legal name: DARWIN WEALTH MANAGEMENT
CRD #166585 SEC #801-80103 TAMPA, FL 813-579-4074
SEC Registered
Total AUM
$617.3M
Discretionary
$617.3M
Employees
10
Clients
--
Accounts
2,650
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $617.3M | $617.3M | $0 | 10 | 0 |
| Mar 2025 | $617.3M | $617.3M | $0 | 10 | 0 |
| Dec 2024 | $570.6M | $570.6M | $0 | 15 | 0 |
| Mar 2024 | $570.6M | $570.6M | $0 | 15 | 0 |
| Dec 2023 | $473.2M | $473.2M | $0 | 14 | 0 |
| Oct 2023 | $473.2M | $473.2M | $0 | 14 | 0 |
| Mar 2023 | $473.2M | $473.2M | $0 | 14 | 0 |
| Dec 2022 | $753M | $753M | $0 | 15 | 0 |
| Oct 2022 | $753M | $753M | $0 | 15 | 0 |
| Jun 2022 | $753M | $753M | $0 | 15 | 0 |
| Jun 2022 | $753M | $753M | $0 | 15 | 0 |
| Mar 2022 | $753M | $753M | $0 | 15 | 0 |
| Nov 2021 | $621.4M | $621.4M | $0 | 20 | 15 |
| Jul 2021 | $621.4M | $621.4M | $0 | 20 | 15 |
| Jun 2021 | $621.4M | $621.4M | $0 | 20 | 15 |
| Apr 2021 | $621.4M | $621.4M | $0 | 20 | 15 |
| Apr 2021 | $621.4M | $621.4M | $0 | 20 | 15 |
| Mar 2021 | $621.4M | $621.4M | $0 | 20 | 15 |
| Nov 2020 | $460.5M | $460.5M | $0 | 20 | 12 |
| Aug 2020 | $460.5M | $460.5M | $0 | 20 | 12 |
| Jun 2020 | $460.5M | $460.5M | $0 | 20 | 12 |
| Apr 2020 | $460.5M | $460.5M | $0 | 20 | 12 |
| Apr 2020 | $460.5M | $460.5M | $0 | 20 | 12 |
| Apr 2020 | $460.5M | $460.5M | $0 | 20 | 12 |
| Mar 2020 | $460.5M | $460.5M | $0 | 20 | 12 |
| Mar 2020 | $460.5M | $460.5M | $0 | 20 | 12 |
| Mar 2019 | $315.5M | $312.1M | $3.4M | 16 | 44 |
| May 2018 | $256.4M | $254.2M | $2.3M | 16 | 163 |
| Mar 2018 | $256.4M | $254.2M | $2.3M | 16 | 163 |
| Sep 2017 | $229.9M | $225.7M | $4.2M | 15 | 600 |
| Jun 2017 | $229.9M | $225.7M | $4.2M | 15 | 600 |
| Mar 2017 | $229.9M | $225.7M | $4.2M | 15 | 600 |
| Mar 2017 | $229.9M | $225.7M | $4.2M | 15 | 600 |
| Jul 2016 | $164.2M | $159.9M | $4.3M | 4 | 800 |
| Mar 2016 | $164.2M | $159.9M | $4.3M | 4 | 800 |
| May 2015 | $120.7M | $116.9M | $3.8M | 4 | 342 |
| Apr 2015 | $120.7M | $116.9M | $3.8M | 4 | 342 |
| Mar 2015 | $120.7M | $116.9M | $3.8M | 4 | 342 |
| Jul 2014 | $100.9M | $100.9M | $0 | 4 | 342 |
DateOct 2025
Total AUM$617.3M
Discretionary$617.3M
Non-Disc.$0
Employees10
Clients0
DateMar 2025
Total AUM$617.3M
Discretionary$617.3M
Non-Disc.$0
Employees10
Clients0
DateDec 2024
Total AUM$570.6M
Discretionary$570.6M
Non-Disc.$0
Employees15
Clients0
DateMar 2024
Total AUM$570.6M
Discretionary$570.6M
Non-Disc.$0
Employees15
Clients0
DateDec 2023
Total AUM$473.2M
Discretionary$473.2M
Non-Disc.$0
Employees14
Clients0
DateOct 2023
Total AUM$473.2M
Discretionary$473.2M
Non-Disc.$0
Employees14
Clients0
DateMar 2023
Total AUM$473.2M
Discretionary$473.2M
Non-Disc.$0
Employees14
Clients0
DateDec 2022
Total AUM$753M
Discretionary$753M
Non-Disc.$0
Employees15
Clients0
DateOct 2022
Total AUM$753M
Discretionary$753M
Non-Disc.$0
Employees15
Clients0
DateJun 2022
Total AUM$753M
Discretionary$753M
Non-Disc.$0
Employees15
Clients0
DateJun 2022
Total AUM$753M
Discretionary$753M
Non-Disc.$0
Employees15
Clients0
DateMar 2022
Total AUM$753M
Discretionary$753M
Non-Disc.$0
Employees15
Clients0
DateNov 2021
Total AUM$621.4M
Discretionary$621.4M
Non-Disc.$0
Employees20
Clients15
DateJul 2021
Total AUM$621.4M
Discretionary$621.4M
Non-Disc.$0
Employees20
Clients15
DateJun 2021
Total AUM$621.4M
Discretionary$621.4M
Non-Disc.$0
Employees20
Clients15
DateApr 2021
Total AUM$621.4M
Discretionary$621.4M
Non-Disc.$0
Employees20
Clients15
DateApr 2021
Total AUM$621.4M
Discretionary$621.4M
Non-Disc.$0
Employees20
Clients15
DateMar 2021
Total AUM$621.4M
Discretionary$621.4M
Non-Disc.$0
Employees20
Clients15
DateNov 2020
Total AUM$460.5M
Discretionary$460.5M
Non-Disc.$0
Employees20
Clients12
DateAug 2020
Total AUM$460.5M
Discretionary$460.5M
Non-Disc.$0
Employees20
Clients12
DateJun 2020
Total AUM$460.5M
Discretionary$460.5M
Non-Disc.$0
Employees20
Clients12
DateApr 2020
Total AUM$460.5M
Discretionary$460.5M
Non-Disc.$0
Employees20
Clients12
DateApr 2020
Total AUM$460.5M
Discretionary$460.5M
Non-Disc.$0
Employees20
Clients12
DateApr 2020
Total AUM$460.5M
Discretionary$460.5M
Non-Disc.$0
Employees20
Clients12
DateMar 2020
Total AUM$460.5M
Discretionary$460.5M
Non-Disc.$0
Employees20
Clients12
DateMar 2020
Total AUM$460.5M
Discretionary$460.5M
Non-Disc.$0
Employees20
Clients12
DateMar 2019
Total AUM$315.5M
Discretionary$312.1M
Non-Disc.$3.4M
Employees16
Clients44
DateMay 2018
Total AUM$256.4M
Discretionary$254.2M
Non-Disc.$2.3M
Employees16
Clients163
DateMar 2018
Total AUM$256.4M
Discretionary$254.2M
Non-Disc.$2.3M
Employees16
Clients163
DateSep 2017
Total AUM$229.9M
Discretionary$225.7M
Non-Disc.$4.2M
Employees15
Clients600
DateJun 2017
Total AUM$229.9M
Discretionary$225.7M
Non-Disc.$4.2M
Employees15
Clients600
DateMar 2017
Total AUM$229.9M
Discretionary$225.7M
Non-Disc.$4.2M
Employees15
Clients600
DateMar 2017
Total AUM$229.9M
Discretionary$225.7M
Non-Disc.$4.2M
Employees15
Clients600
DateJul 2016
Total AUM$164.2M
Discretionary$159.9M
Non-Disc.$4.3M
Employees4
Clients800
DateMar 2016
Total AUM$164.2M
Discretionary$159.9M
Non-Disc.$4.3M
Employees4
Clients800
DateMay 2015
Total AUM$120.7M
Discretionary$116.9M
Non-Disc.$3.8M
Employees4
Clients342
DateApr 2015
Total AUM$120.7M
Discretionary$116.9M
Non-Disc.$3.8M
Employees4
Clients342
DateMar 2015
Total AUM$120.7M
Discretionary$116.9M
Non-Disc.$3.8M
Employees4
Clients342
DateJul 2014
Total AUM$100.9M
Discretionary$100.9M
Non-Disc.$0
Employees4
Clients342