Firm Description Darwin Wealth Management, LLC is a registered investment adviser primarily based in Tampa, Florida. We are organized as a limited liability company under the laws of the State of Florida. We have been providing investment advisory services since 2012. We are owned by Darwin Partners, LLC. We are indirectly owned by Michael Bartolotta, Jeremy Bartolotta, and Michael Sorrentino through MRM Equity Group Holdings, LLC. MRM Equity Group Holdings, LLC is the direct owner of Darwin Partners, LLC. The following paragraphs describe our services and fees. Refer to the description of each investment advisory service listed below for information on how we tailor our advisory services to your individual needs. As used in this brochure, the words "we," "our," and "us" refer to Darwin Wealth Management and the words "you," "your," and "client" refer to you as either a client or prospective client of our firm. Portfolio Management Services We offer discretionary and non-discretionary portfolio management services. Our investment advice is tailored to meet our clients' needs and investment objectives. If you retain our firm for portfolio management services, we will meet with you to determine your investment objectives, risk tolerance, and other relevant information at the beginning of our advisory relationship. We will use the information we gather to develop a strategy that enables our firm to give you continuous and focused investment advice and/or to make investments on your behalf. As part of our portfolio management services, we may customize an investment portfolio for you according to your risk tolerance and investing objectives. We may also invest your assets according to one or more model portfolios developed by our firm and/or an unaffiliated investment manager. Once we construct an investment portfolio for you, or select a model portfolio, we will monitor your portfolio's performance on an ongoing basis and will rebalance the portfolio as required by changes in market conditions and in your financial circumstances. If you participate in our discretionary portfolio management services, we require you to grant our firm discretionary authority to manage your account. Discretionary authorization will allow us to determine the specific securities, and the amount of securities, to be purchased or sold for your account without your approval prior to each transaction. Discretionary authority is typically granted by the investment advisory agreement you sign with our firm and the appropriate trading authorization forms. You may limit our discretionary authority (for example, limiting the types of securities that can be purchased or sold for your account) by providing our firm with your restrictions and guidelines in writing. In limited circumstances and in our sole discretion, we may agree to provide non-discretionary portfolio management services. If you enter into non-discretionary arrangements with our firm, we must obtain your approval prior to executing any transactions on behalf of your account. You have an unrestricted right to decline to implement any advice provided by our firm on a non-discretionary basis. As part of our portfolio management services, we may invest your assets according to one or more model portfolios developed by either our firm or another investment manager. These models are designed for investors with varying degrees of risk tolerance ranging from a more aggressive investment strategy to a more conservative investment approach. Clients whose assets are invested in model portfolios may not set restrictions on the specific holdings or allocations within the model, nor the types of securities that can be purchased in the model. Nonetheless, clients may impose restrictions on investing in certain securities or types of securities in their account. In such cases, this may prevent a client from investing in certain models that are managed by our firm. Additionally, as part of our portfolio management services, we may use one or more sub-advisers to manage a portion of your account on a discretionary basis. The sub-adviser(s) may use one or more of their model portfolios to manage your account. We will regularly monitor the performance of your accounts managed by sub-adviser(s) and may hire and fire any sub-adviser without your prior approval. We may pay a portion of our advisory fee to the sub-adviser(s) we use; however, you will not pay our firm a higher advisory fee as a result of any sub-advisory relationships. Models are subject to an additional model fee. Our fees are disclosed in Item 5 of this brochure. Web-Based Portfolio Management In addition to our traditional portfolio management services, we also offer discretionary web- based portfolio management services. The web-based option is offered through and in conjunction with the Betterment For Advisors platform ("Betterment"), which is an automated and interactive web-based investment management system that utilizes algorithms to advise and manage accounts. These algorithms are developed, overseen, and monitored by Betterment's investment advisory personnel. The investment advice rendered through this program is tailored to meet your individual investment needs and objectives and is delivered exclusively based upon information you submit via an online investment questionnaire. Your responses to the online investment questionnaire are used to determine whether the available investment programs offered are appropriate for you generally, and, if so, to select a particular investment option that fits with your unique investment profile. After submission of the online investment questionnaire, an investment option will be selected for you. Subject to our supervision, input, and oversight, Betterment will manage the investment and reinvestment of your assets within the program, in a manner that is consistent with the Investment Policy Statement "IPS" we develop for you. The investment and reinvestment of your assets within the program is managed on a discretionary basis by Betterment and will occur automatically in accordance with the investment program that has been selected. Betterment will automatically re- balance your holdings on a periodic basis to maintain the target asset allocation percentages within the selected investment program. You can change your investment allocations and/or investment strategy at any time by going online and updating your web-based information. You will be required to enter into a separate discretionary advisory agreement with Betterment. You may withdraw assets from your account at any time directly via the web-based portal, subject to the usual and customary securities settlement procedures. Our investment strategies typically rely on long- term investment strategies and asset withdrawals may therefore impair the achievement of your specific investment objectives. In providing the portfolio management services under this program, all information will be provided through the web-based portal. Our firm will not verify any information we receive from you, or your agent(s), and we will rely on the information you provide. It is your responsibility to promptly

update your account application through the web-based portal if there are ever any changes in your financial situation or investment objectives for the purpose of reallocating and/or re-balancing your account. Selection of Other Advisers We may recommend that you use the services of a third-party money manager ("TPMM") to manage all, or a portion of, your investment portfolio. After gathering information about your financial situation and objectives, we may recommend that you engage a specific TPMM or investment program. Factors that we take into consideration when making our recommendation(s) include, but are not limited to, the following: the TPMM's performance, methods of analysis, fees, your financial needs, investment goals, risk tolerance, and investment objectives. We will monitor the TPMM(s)' performance to ensure its management and investment style remains aligned with your investment goals and objectives. The TPMM(s) will actively manage your portfolio and will assume discretionary investment authority over your account. We will assume discretionary authority to hire and fire TPMM(s) and/or reallocate your assets to other TPMM(s) where we deem such action appropriate. Financial Planning Services We offer financial planning services which typically involve providing a variety of advisory services to clients regarding the management of their financial resources based upon an analysis of their individual needs. These services can range from broad-based financial planning to consultative or single subject planning. If you retain our firm for financial planning services, we will meet with you to gather information about your financial circumstances and objectives. Once we review and analyze the information you provide to our firm we will deliver a written plan to you, designed to help you achieve your stated financial goals and objectives. Financial plans are based on your financial situation at the time we present the plan to you, and on the financial information you provide to us. You must promptly notify our firm if your financial situation, goals, objectives, or needs change. You are under no obligation to act on our financial planning recommendations. Should you choose to act on any of our recommendations, you are not obligated to implement the financial plan through any of our other investment advisory services. Moreover, you may act on our recommendations by placing securities transactions with any brokerage firm. Financial Consulting Services We offer financial consulting services that primarily involve advising clients on specific financial- related topics. The topics we address may include, but are not limited to, risk assessment/management, investment planning, financial organization, or financial decision making/negotiation. Pension Consulting Services We offer pension consulting services to employee benefit plans and their fiduciaries based upon the needs of the plan and the services requested by the plan sponsor or named fiduciary. In general, these services may include an existing plan review and analysis, plan-level advice regarding fund selection and investment options, education services to plan participants, investment performance monitoring, and/or ongoing consulting. These pension consulting services may be non-discretionary and advisory in nature. The ultimate decision to act on behalf of the plan shall remain with the plan sponsor or other named fiduciary. We may also assist with participant enrollment meetings and provide investment-related educational seminars to plan participants on such topics as:
• Diversification
• Asset allocation
• Risk tolerance
• Time horizon Our educational seminars may include other investment-related topics specific to the particular plan. We may also provide additional types of pension consulting services to plans on an individually negotiated basis. All services, whether discussed above or customized for the plan based upon requirements from the plan fiduciaries (which may include additional plan-level or participant-level services) shall be detailed in a written agreement and be consistent with the parameters set forth in the plan documents. Wrap Fee Programs While we do not sponsor a wrap fee program, we may recommend TPMMs or Sub-advisers that utilize a wrap fee program. A wrap fee program is a type of investment program that provides clients with access to several money managers or mutual fund asset allocation models for a single fee that includes administrative fees, management fees, and commissions. If you participate in a wrap fee program, you will pay a single fee that includes money management fees, certain transaction costs, and custodial and administrative costs. The overall cost you will incur if you participate in a wrap fee program may be higher or lower than you might incur by separately purchasing the types of securities available in the program. Types of Investments We offer advice on equity securities, corporate debt securities (other than commercial paper), structured notes, certificates of deposit, municipal securities, mutual fund shares, exchange-traded funds (ETFs), United States government securities, options contracts on securities, fee-based annuities, cryptocurrency, and money market funds. Additionally, we may advise you on other various types of investments based on your stated goals and objectives. We may also provide advice on any type of investment held in your portfolio at the inception of our advisory relationship. Since our investment strategies and advice are based on each client's specific financial situation, the investment advice we provide to you may be different or conflicting with the advice we give to other clients regarding the same security or investment. We have entered into agreements with Flourish Digital Assets LLC (“Flourish Digital Assets”) and Paxos Trust Company, LLC (“Paxos”) to offer certain eligible clients the opportunity to invest in cryptocurrency through Flourish Crypto accounts offered on the Flourish platform. A Flourish Crypto account is a cryptocurrency investment account custodied by Paxos through which investors can trade cryptocurrencies and maintain custody of cryptocurrencies and U.S. dollars. Clients that invest through a Flourish Crypto account will execute agreements with Flourish Digital Assets and Paxos. We provide clients with the option of opening client-directed accounts. Darwin Wealth Management is not affiliated with either Flourish or Paxos. In February 2022, we began to offer an unregistered structured note products provided by and issued through affiliates of Longevity Market Assets. As the structured note offering is an unregistered securities product (also known as a private placement), it is therefore limited to only certain accredited investors, as defined in Rule 501 of Regulation D promulgated under the Securities Act of 1933, qualified to purchase units in the offering. Darwin Wealth Management is not affiliated with Longevity Market Assets. Client Assets Under Management As of December 31, 2023, we provide continuous management services for $570,644,163 in client assets on a discretionary basis.