# Gryphon Wealth

> Gryphon Wealth is an SEC-registered investment advisory firm in Jacksonville, FL, registered since 2026, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 20, 2026.

- CRD: 339969
- Filed as: GRYPHON WEALTH
- Legal name: Gryphon Wealth, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jacksonville, FL
- Filing period: October 2026
- Form ADV filing dated: August 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/339969
- AdvisorCensus page: https://advisorcensus.com/firm/gryphon-wealth-jacksonville-fl-339969

## Quick answers

**How is Gryphon Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Gryphon Wealth reports these compensation arrangements: a percentage of assets under its management.

**Where is Gryphon Wealth located?**
Gryphon Wealth's principal office is in Jacksonville, FL, according to its Form ADV.

**Is Gryphon Wealth registered with the SEC or a state?**
Gryphon Wealth is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 339969.

**How much does Gryphon Wealth manage?**
Gryphon Wealth reports $3,244,339,200 in regulatory assets under management in its Form ADV filing dated August 20, 2026 (79% discretionary).

**What types of clients does Gryphon Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (402); individuals (other than high net worth individuals) (293).

**Which custodians does Gryphon Wealth use?**
Gryphon Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Tradepmr by Robinhood as a custodian holding 10% or more of its separately managed account assets.

**Does Gryphon Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/339969

**Does Gryphon Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated May 27, 2026 says: "Gryphon Wealth does not impose a minimum portfolio size or a minimum initial investment to open an account. However, Gryphon Wealth does reserve the right to accept or decline a potential client or terminate a client relationship for any reason in its sole discretion."

**What changed in Gryphon Wealth's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in CA, GA, MA, NC, NJ, NY, TX, VA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated May 27, 2026)

- Account minimum: None (the brochure says it may be waived or negotiated)

> Gryphon Wealth does not impose a minimum portfolio size or a minimum initial investment to open an account. However, Gryphon Wealth does reserve the right to accept or decline a potential client or terminate a client relationship for any reason in its sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Tradepmr by Robinhood

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $3,244,339,200
- Discretionary: $2,555,986,088
- Non-discretionary: $688,353,112

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 293 | $112,589,651 |
| High net worth individuals | 402 | $3,131,749,549 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 22 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, GA, MA, NC, NJ, NY, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gryphon-wealth.com
- LinkedIn @gryphon-wealth

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in CA, GA, MA, NC, NJ, NY, TX, VA.

### June 2026
- Regulatory assets under management went from $0 to $3,244,339,200.

### March 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gryphon Wealth (CRD 339969): Form ADV filing data as of October 2026.