A complete list of active advisors currently associated with Darwin Wealth Management

Warmer can help you find a great advisor at Darwin Wealth Management or one who fits your needs even better.

Darwin Wealth Management serves individuals, high‑net‑worth clients, and corporations, providing discretionary and non‑discretionary portfolio management, financial planning, financial consulting, and pension consulting services. The firm reports $614,495,581 in discretionary assets under management (as of December 31, 2025) and operates with a multi‑advisor team that manages roughly 835 client relationships. Investment advice is tailored to clients’ objectives and risk tolerances and is delivered through customized portfolios, firm‑developed model strategies, and third‑party money managers; the firm also offers a web‑based discretionary option using the Betterment for Advisors platform and may employ sub‑advisers or TPMMs. The brochure describes a range of analytical approaches (fundamental, technical, cyclical), multiple time horizons, option strategies and occasional active trading, with ongoing monitoring and rebalancing tied to client circumstances. Noteworthy distinctions include an affiliated insurance agency (Darwin Insurance Group) and advisers who are licensed to sell insurance, with the brochure specifically disclosing commission‑based compensation for non‑fee insurance sales and the firm’s offering of fee‑based annuities. The firm also maintains two separate model platforms (a Darwin Legacy platform restricted to clients onboarded before October 5, 2022, and a Darwin Prime platform for newer clients) with detailed model names and fee schedules in the brochure, uses Pontera to manage “held‑away” retirement assets, participates in a StoneCastle FICA cash program, and discusses structured and private‑placement longevity‑linked investments—features and product lines that are less common among peer multi‑team advisers.

To learn more about the advisors currently working at Darwin Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.