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
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 LLC is an independent, limited liability advisory firm that bills itself as a capital allocator to individual and family clients. The firm is SEC-registered (registration year listed as 2026) and is owned by an individual principal. Its client-facing model is fee-based on a percentage of assets under management. Core services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection/oversight of third‑party advisers. Gryphon Wealth does not identify as an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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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

JASON HYRNE
Chief Executive Officer, Chief Investment Officer, Co-FounderCRD 3188518
JOSEPH KIRBY
President, Chief Compliance OfficerCRD 4173969
MELISSA STORCH
Chief Operating OfficerCRD 5177066