Darwin Wealth Management, Llc
- Regulatory AUM
- $614M
- Discretionary
- $614M
- Clients
- 835
- Avg AUM / client
- $736K
- Accounts
- 2,341
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Jul 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 678 | $210M | 34.1% |
| High net worth individuals | 157 | $405M | 65.9% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bartolotta, Jeremy | Managing Member | Feb 2020 (7y) | ≈ 14.06% – 50% via Mrm Equity Group Holdings, Llc | |
| Michael Sebastian Bartolotta | Managing Member | Chartered Financial Consultant | Feb 2020 (7y) | ≈ 14.06% – 50% via Mrm Equity Group Holdings, Llc |
| Michael Thomas Sorrentino | Managing Partner/Chief Compliance Officer | CFA | Feb 2020 (7y) | ≈ 14.06% – 50% via Mrm Equity Group Holdings, Llc |
| Spencer Kane Avalos | Registered representative | Jun 2022 (4y) | ||
| Matthew A Krueger | Registered representative | Sep 2022 (4y) | ||
| Ralph Profeta | Registered representative | Nov 2022 (4y) | ||
| Igor Bampa Schattan | Registered representative | Dec 2022 (4y) | ||
| Trevor Saunders | Registered representative | CFP Chartered Financial Consultant | Dec 2023 (3y) | |
| Gloria G. Bartolotta | Registered representative | Jul 2024 (2y) | ||
| Kaelan Keaton Dean | Registered representative | May 2025 (1y) | ||
| Brian Matthew Doherty | Registered representative | Aug 2025 (1y) | ||
| Edward Thomas Smelich | Registered representative | Dec 2025 (1y) | ||
| Ryan Creecy | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Darwin Partners, Llc | Managing Member | Feb 2020 | A | 75% or more |
| Mrm Equity Group Holdings, Llc | Member | Feb 2020 | B | ≈ 56.25% – 100% via Darwin Partners, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bartolotta, Jeremy: 25% – 50% of Mrm Equity Group Holdings, Llc × 75% – 100% of Darwin Partners, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Michael Sebastian Bartolotta: 25% – 50% of Mrm Equity Group Holdings, Llc × 75% – 100% of Darwin Partners, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Michael Thomas Sorrentino: 25% – 50% of Mrm Equity Group Holdings, Llc × 75% – 100% of Darwin Partners, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Mrm Equity Group Holdings, Llc: 75% – 100% of Darwin Partners, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/07/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Goldman Sachs $395M (64% of AUM) Jul 2026
- Charles Schwab & Co. $148M (24% of AUM) Jul 2026
- National Financial Services (Fidelity) $27.4M (9% of AUM) Mar 2019
- Fidelity Brokerage Services $16.2M (3% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 07, 2026.
View current Form ADV (SEC/IAPD) ↗