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| Keyboard |
| Gravitalix Financial LLC
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|---|---|
| CRD # | 340206 |
| SEC # | 801-135256 |
| CIK # | |
| AUM | 542.5 M (2026-04-15) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 646-732-0299 |
| Address | 3301 North University Drive Coral Springs, FL 33065 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 198,394 | 133.1 |
| (b) Individuals (high net worth individuals) | 66 | 310.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 939 | 98.8 |
| (n) Other | 0 | 0.0 |
| Total | 199,399 | 542.5 |
| By Discretionary | ||
| Discretionary | 199,399 | 542.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 199,399 | 542.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 542.5 | |
| Total | 199,399 | 542.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Andrews Lucia Wealth Management LLC
✚
|
CA | 543.5 M |
|
Marion Wealth Management LLC
✚
|
PA | 543.4 M |
|
Palumbo Wealth Management LLC
✚
|
NY | 543.4 M |
|
Prosperity Planning Inc
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|
MO | 543.2 M |
|
Headwater Investment Consulting Inc
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|
OR | 543.0 M |
|
Planning Directions Inc
✚
|
PA | 542.4 M |
|
Juno Financial Group LLC
✚
|
VA | 541.9 M |
|
Beacon Investment Advisors LLC
✚
|
MD | 541.9 M |
|
Tandem Financial LLC
✚
|
CO | 541.8 M |
|
Shorehaven Wealth Partners LLC
✚
|
NJ | 541.5 M |