← Directory
SPARROW WEALTH MANAGEMENT
Legal name: SPARROW WEALTH MANAGEMENT, INC.
CRD 152670File 801-132084
APPROVED
Retail clients
Filing as of Feb 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$135.2M
Bottom 25% of cohort (national)
Discretionary AUM
$135.2M
Clients
64
224 accounts
Employees
1
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 3, 2025
- Principal office
- 6900 TAVISTOCK LAKES BLVD, SUITE 400, ORLANDO, FL, 32827
- Phone
- (877) 330-9191
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $135.2M
- Discretionary AUM
- $135.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 224
- Non-discretionary accounts
- 0
- Total accounts
- 224
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 52 | $128.9M |
| Individuals (other than high net worth individuals) | 12 | $6.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.