Gryphon Wealth
Jacksonville, FL·SEC-registered · CRD #339969
Gryphon Wealth is an SEC-registered investment advisory firm in Jacksonville, FL managing $3.2B across 4.6k client accounts, with 6 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.2B
Client accounts
4.6k
Advisory staff
6
Fee model
Fee-only
How Gryphon Wealth is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Gryphon Wealth
How much does Gryphon Wealth manage?
Per its most recent SEC Form ADV filing (05/27/2026), Gryphon Wealth reports $3.2B in regulatory assets under management across roughly 4.6k client accounts.
How does Gryphon Wealth charge?
Gryphon Wealth is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Gryphon Wealth a fiduciary?
Yes. Gryphon Wealth is registered with the U.S. Securities and Exchange Commission (CRD #339969), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Gryphon Wealth taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Gryphon Wealth and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Gryphon Wealth's public SEC Form ADV filing (CRD #339969, filed 05/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Gryphon Wealth. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Gryphon Wealth? Claim this profile.