Gryphon Wealth

RIASEC RegisteredEst. 2026
Total AUM
$3.2B
Discretionary
$2.6B
79% of AUM
Avg account
$1.1M
Accounts
3,071
Employees
22
Advisory reps
7

Firm details

Headquarters
Jacksonville, Florida
CRD number
339969
Registered since
February 13, 2026
Custodians
TRADE-PMR INC.
Fee structure
Percentage of AUM
Client types
  • HNWI96.53%
  • Individuals3.47%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Gryphon Wealth is an independent registered investment adviser organized as an LLC and noted as SEC-registered in 2026. The firm bills itself as a capital allocator serving individual and family clients on a percentage-of-AUM fee basis. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, portfolio management for institutional/business clients, and the selection of other advisers. Gryphon Wealth reports it is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, Public Funds/Mutual Funds 30%70%
  • Exchange Traded Equities70%
  • Public Funds/Mutual Funds30%

Owners & executives

3 of 3
  • Jason Hyrne

    Jason Hyrne

    Chief Executive Officer, Chief Investment Officer, Co-FounderCRD 3188518

  • Joseph Kirby

    Joseph Kirby

    President, Chief Compliance OfficerCRD 4173969

  • Melissa Storch

    Melissa Storch

    Chief Operating OfficerCRD 5177066

Contacts

3 of 4
  • Jeffrey Wyatt

    Jeffrey Wyatt

    Co-Founder and ChairmanCRD 2777905

  • Alek Wyatt

    Alek Wyatt

    Associate Wealth AdvisorCRD 7344285

  • Grant Garretson

    Grant Garretson

    Associate Wealth AdvisorCRD 5354442

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Jacksonville, FL

Duval

Location

Jacksonville, FL

Headquartered in Jacksonville, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.

Metro area
Jacksonville-St. Marys-Palatka, FL-GA
Region
South
County
Duval
Address
4600 Touchton Rd E
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth