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| Keyboard |
| Gryphon Wealth LLC
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|---|---|
| CRD # | 339969 |
| SEC # | 801-135333 |
| CIK # | |
| AUM | 3,244.3 M (2026-05-27) |
| Employees | 22 (27% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 904-450-5330 |
| Address | 4600 Touchton Road E, Building 200, Jacksonville, FL 32246 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 293 | 0.1 |
| (b) Individuals (high net worth individuals) | 402 | 3.1 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,071 | 3.2 |
| By Discretionary | ||
| Discretionary | 1,541 | 2.6 |
| Non-Discretionary | 1,530 | 0.7 |
| Total | 3,071 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 3,071 | 3.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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MD | 3,277.1 M |
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Meyer Handelman Company LLC
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NY | 3,237.2 M |
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TX | 3,233.7 M |
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Vista Capital Partners Inc
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OR | 3,220.7 M |
|
Trilogy Capital Inc
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|
CA | 3,210.0 M |
|
Evensky & Katz LLC
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FL | 3,209.8 M |
|
Leo Wealth LLC
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NJ | 3,205.2 M |