D
$614.5M Total AUM
$614.5M Disc. AUM
-6.2% 3Y CAGR
10 Employees
835 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Betterment · Charles Schwab & Company · Community National Bank · Fidelity/NFS · Goldman Sachs · TD Ameritrade
- Clients
- Retail
- Platforms
- Signal quantum
- Established Date
- 02-11-2013
- Office Locations
- 5
Office Locations
427 Naubuc AVE #103 Glastonbury CT
4601 W North A Street Tampa FL
-- Denver CO
About Darwin Wealth Management
Darwin Wealth Management is a Tampa-based RIA with 5 offices. The firm has been operating for 13 years. Managing $614.5M in total assets under management, with 6 advisory representatives. They custody assets with Betterment and Charles Schwab & Company. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
45 AVG AGE
$102.4M AVG AUM / ADVISOR
$735.9K AVG AUM / CLIENT
3 yrs AVG TENURE
10 Employees
6 Advisory Reps
10 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Eagle summit Crest legacy
Client Personas
Timber bridge
Investment Themes
Focus Horizon vector Meridian ridge
Investment Vehicles
Unison
Platform
Bridge Focus optima Frontier Capital
Services
Alpha Vector Value Radial ridge Element meridian Summit Fusion vector
Technology
Timber
Owner & Executives
Michael Thomas Sorrentino
Chief Compliance Officer, Managing Partner
- CRD
- #5584612
- Ownership
- Less than 5%
(911) 756-6129
vertex.peak@peakcapital.com
in linkedin.com/in/catalyst-radial
Showing 1 of 1 owners & executives
Unlock allContacts
Spencer Kane Avalos
Managing Director, Wealth Management, Managing Partner
- CRD
- #6682993
(219) 835-5837
peak.peak@peakcapital.com
in linkedin.com/in/harbor-vital
I
IGOR BAMPA SCHATTAN
Engagement and Outreach Associate
- CRD
- #7130187
(500) 686-5795
radial.delta@unisoncapital.com
in linkedin.com/in/legacy-momentum
H
Horizon eagle
Meridian legacy
- CRD
- #44633
(947) 930-6342
ember.zenith@crestcapital.com
in linkedin.com/in/pioneer-matrix
Showing 2 of 12 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $614,495,581 | $262,493 |
| Non-Discretionary | $0 | -- |
| Total | $614,495,581 | $262,493 |
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Separately Managed Accounts
Total SMA Asset: $614,495,581
Public Funds:
26.3% Other:
12.7% Equity - Exchange:
24.8% Cash:
25.0% Private Funds:
11.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $926,117,075 | 26.3% |
| Other | $447,212,428 | 12.7% |
| Equity - Exchange | $873,296,710 | 24.8% |
| Cash | $880,339,425 | 25.0% |
| Private Funds | $394,392,063 | 11.2% |
| Total | $3,521,357,701 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL WAVE | ZENITH PEAK | LQVA9MF4Y | QFA | 1.63% | $34,893,825 |
| FRONTIER MOMENTUM | RADIAL ZENITH | 0ZOSJ4NGQ | LLPA | 9.95% | $6,146,224 |
| EAGLE ZENITH HARBOR | PEAK CAPITAL | NMN5HAZKE | UEYJ | 8.10% | $14,874,811 |
| PEAK FUSION | ELEMENT ELEMENT | 14SDFKANN | IPO | 4.31% | $79,955,774 |
| NORTH SUMMIT | PATHWAY SIGNAL | SNIU936NV | TKMF | 0.66% | $117,924,953 |
| PRIME CREST | VALUE UNISON | IYT29FO1X | THGX | 6.15% | $106,123,320 |
| FOUNDATION SIGNAL INSIGHT | ZENITH MATRIX | SWKCB3CG0 | USYX | 11.64% | $30,550,691 |
| CATALYST EAGLE HARBOR | PRIME HORIZON | WKTSCWIGU | YEFUS | 5.91% | $97,243,575 |