← Directory
GRYPHON WEALTH
Legal name: GRYPHON WEALTH, LLC
CRD 339969File 801-135333
APPROVED
Retail clients
Custody
Filing as of May 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.24B
Top 25% of cohort (national)
Discretionary AUM
$2.56B
Non-discretionary $688.4M
Clients
695
3,071 accounts
Employees
22
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 13, 2026
- Principal office
- 4600 TOUCHTON ROAD E, BUILDING 200,, SUITE 110, JACKSONVILLE, FL, 32246
- Phone
- 904-450-5330
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.24B
- Discretionary AUM
- $2.56B
- Non-discretionary AUM
- $688.4M
- Discretionary accounts
- 1,541
- Non-discretionary accounts
- 1,530
- Total accounts
- 3,071
- AUM per client
- $4.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 402 | $3.13B |
| Individuals (other than high net worth individuals) | 293 | $112.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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.