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Multi-Family OfficeRIA · CRD 166585SEC-Registered

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Darwin Wealth Management

Darwin Wealth Management is an SEC-registered investment adviser in Tampa, FL, registered since 2014. The firm manages approximately $614 million in...

Overview

Darwin Wealth Management is an SEC-registered investment adviser in Tampa, FL, registered since 2014. The firm manages approximately $614 million in regulatory assets. It has 10 employees and 6 investment advisers.

General information

Firm type

Multi Family Office

Year founded

2012

Location

Region

North America

Country

United States

City

Tampa

Corporate office

Tampa, FL, United States

Frequently asked questions

How does Darwin source investment opportunities?

Sourcing is shared with a tight network of regional general partners, transactional attorneys, and sell-side intermediaries familiar with the liquidity cadence of founder-led businesses. Because Darwin's client families themselves often retain relationships with local sponsors and deal professionals, the firm acts as a central screening and due-diligence hub rather than a proprietary deal originator. This model privileges co-investment opportunities that emerge from tax-motivated restructurings and generational business transitions in Florida and the broader Southeast.

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