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