Gryphon Wealth

RIASEC RegisteredEst. 2026

Total AUM

$3.2B

Discretionary

$2.6B

79% of AUM

Avg account

$1.1M

Accounts

3,071

Employees

Advisory reps

Firm details

Headquarters: Jacksonville, Florida
CRD number: 339969
Registered since: February 13, 2026
Website: gryphon-wealth.com
Custodians: TRADEPMR BY ROBINHOOD
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 LLC is an independent, owner-operated registered investment adviser that bills clients on a percentage-of-AUM basis. The firm is organized as a limited liability company and registered with the SEC in 2026. Its primary client focus is individuals and families; service offerings listed on the ADV include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. Gryphon Wealth identifies itself as a capital allocator—that is, it hires third‑party managers as part of its investment program—and it does not flag ESG investing as an active focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities70%
Public Funds/Mutual Funds30%

Owners & executives

3 of 3

Melissa Storch
Chief Operating OfficerCRD 5177066
Joseph Kirby
President, Chief Compliance OfficerCRD 4173969
Jason Hyrne
Chief Executive Officer, Chief Investment Officer, Co-FounderCRD 3188518