$135.2M Total AUM
$135.2M Disc. AUM
-- 3Y CAGR
1 Employees
64 ADV. Clients
16 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-01-2010
- Office Locations
- 1
Office Locations
6900 Tavistock Lakes Blvd Suite 400 Orlando FL
About Sparrow Wealth Management
Sparrow Wealth Management is a fee-only, fiduciary advisor providing low-cost investment management and financial planning. Based in Lake Nona (Orlando), Florida, the firm is virtual-first and serves clients nationwide, including businesses, established families, and new couples. Notable for having no minimum account size for investments and for avoiding commissions or incentives that could bias recommendations.
Team overview
48 AVG AGE
$135.2M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
16.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
CHRISTOPHER JONES
Founder, President
- CRD
- #4549249
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $135,197,184 | $603,559 |
| Non-Discretionary | $0 | -- |
| Total | $135,197,184 | $603,559 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing