RIA Intel›Advisers›Nevada›DARBY WEALTH PLANNING LLC

DARBY WEALTH PLANNING LLC

Advisory

LAS VEGAS, NV

Data as of Mar 28, 2026 · Source: SEC Form ADV

Average account

$245K

across 112 accounts

AUM per adviser

$27M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 28, 2026.

Total AUM

$27M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$27M

Discretionary AUM$27M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients19

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, NJ, NV, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

19 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NV

Closest by assets under management. All figures from Form ADV.

CUNNINGHAM INVESTMENT MANAGEMENT, LLC

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SILVERSTONE WEALTH MANAGEMENT, LLC

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YH&C INVESTMENTS INC.

$28M

STU HAWVER, CFA, MBA, LLC

$26M

SULLIVAN JOHN LAWRENCE

$26M

PERPETUAL CAPITAL ADVISORS, LLC

$26M

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