SourcingSourcing

SPARROW WEALTH MANAGEMENT, INC.

B59
CRD 152670·SEC 801-132084·ORLANDO, FL
AUM
$135.2M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$406K
@ 30% margin
Est. Deal Value
$3.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SPARROW WEALTH MANAGEMENT, INC.
CRD
152670
SEC file #
801-132084
EIN
—
DBA names
Sparrow Wealth Management

Economics

AUM
$135.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$117.9M → $135.2M▲ +15%
Client mix
Individuals High Net Worth52
Individuals Other12

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
ORLANDO FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/20/2026
ADV-W filed at
—
Website
facebook.com/sparrowwealthmanagement(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JONES, CHRISTOPHER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
JONES, CHRISTOPHER
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:sparrow.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4152
Soi Zip Pct 200k Plus
0.2152
Soi Zip Returns 200k Plus
2130
Soi Zip Total AGI
1,897,469
Fdic Zip Total Deposits
1,136,971,000
Fdic Zip Branch Count
57
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
Seacoast National Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Fidelity2
Fdic Zip Branches Raw
Barnett Bank, National AssociationOrlando, FL
Barnett Bank, National AssociationOrlando, FL
Fdic Zip HHI
2216.6
Fdic Zip Top Bank Share Pct
33.93
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI26,132
Returns2,070
Stub 2
AGI58,872
Returns1,620
Stub 3
AGI72,921
Returns1,180
Soi Zip Total Business Income
49,369
Soi Zip Total Cap Gains
180,959
Soi Zip Total Dividends
44,986
Soi Zip Total Returns
9,900
Top Owner CRD
4549249
Trust Company Affiliate
No

People (1)

1
JONES, CHRISTOPHER
IAR · Direct Owner · 87.5%
4549249