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- Custodian
- Capital Group · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Summit
- Established Date
- 03-15-2019
- Office Locations
- 1
Office Locations
About Darby Wealth Planning LLC
Darby Wealth Planning LLC (Las Vegas, NV) provides financial planning and fractional CFO support for online business owners—especially fitness entrepreneurs—covering bookkeeping/tax support, budgeting, and cash-flow forecasting alongside household wealth planning (investment and asset strategy, insurance/risk planning, and wealth transfer). Portfolios commonly use ETFs and mutual funds, and the firm publishes ongoing education via the Wealth Muscle podcast and blog.
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Investment Themes
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Owner & Executives
PATRICK JOSEPH DARBY
Chief Compliance Officer, Manager, Owner
- CRD
- #5862479
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,471,240 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,471,240 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,471,240
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,675,266,954 | 56.0% |
| Public Funds | $909,430,632 | 30.4% |
| Cash | $406,850,546 | 13.6% |
| Total | $2,991,548,132 | 100.0% |