9AT: SPARROW WEALTH MANAGEMENT

SPARROW WEALTH MANAGEMENT

Show removed companies

As of Date	03/31/2026
Websites

AUM^*	135,197,184 15%
of that, discretionary	135,197,184 15%
Number of Employees	2
of those in investment advisory functions	2
Private Fund GAV^*	0
Avg Account Size	603,559 26%
High Net Worth	81.25% 11%
SMA’s	No
Private Funds	0

- Large advisory firm

- Individuals (other than high net worth individuals)
- High net worth individuals

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

135M 116M 97M 77M 58M 39M 19M

2025 2026

Discretionary

Non-discretionary

No private funds

Show removed companies

Adviser	City, State	AUM	Employees	SMA’s	Private Funds
ERA {{c.Name}}	City, State{{c.City}}, {{c.State}}, {{c.Country}}	AUM{{ c.AUM \| formatUSD }}	Employees{{ c.Employees \| formatNumber }}	SMA’sYES	SMA’sNO	Private Funds{{ c.PrivateFundsCount \| formatNumber }}