Gryphon Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 500 clients last fiscal year.
Gryphon Wealth reports 695 clients. They include 402 high-net-worth individuals and 293 individual clients. Of its assets, 78.8% ($2.56B across 1,541 accounts) are managed with discretion; $688M across 1,530 accounts are not. A wrap fee program the firm both sponsors and manages holds $3.24B.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 42% | 3% |
| High-net-worth individuals | 58% | 97% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 293 | $113M | 3.5% | $384K |
| High-net-worth individuals | 402 | $3.13B | 96.5% | $7.79M |
| Total | 695 | $3.24B | 100% | $4.67M |
- Clients
- 293
- Regulatory AUM
- $113M
- AUM share
- 3.5%
- Avg. per client
- $384K
- Clients
- 402
- Regulatory AUM
- $3.13B
- AUM share
- 96.5%
- Avg. per client
- $7.79M
Total
- Clients
- 695
- Regulatory AUM
- $3.24B
- AUM share
- 100%
- Avg. per client
- $4.67M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 500
Gryphon Wealth charges 0.35%–1.25% for its Wrap Fee Program investment management services. The brochure does not state whether the rate is annual. The whole portfolio is charged at the rate of its band. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Rate (period not stated) |
|---|---|
| $0–$6M | 1.25% |
| $6M–$10M | 1.00% |
| $10M–$15M | 0.85% |
| $15M–$25M | 0.75% |
| $25M–$35M | 0.65% |
| $35M–$50M | 0.55% |
| $50M–$75M | 0.45% |
| $75M and above | 0.35% |
Fee details and sources
Other fees
- Standalone financial planning
- Standalone financial planning is a fixed fee of up to $100,000, depending on the complexity of the plan and the services provided.
Jeffrey Wyatt owns 25% to 50% of Gryphon Wealth. The leadership team of Gryphon Wealth includes Chief Compliance Officer Joseph Kirby. It has 22 employees, 6 of them in advisory roles.
Staff
- 22 employees
- 6 in advisory functions
- 6 state-registered reps
- Owns 25% to 50% of Gryphon Wealth, LLC
Jeffrey Wyatt
Control person · since January 2026
- Owns 25% to 50% of Gryphon Wealth, LLC
Jason Hyrne
Control person · since January 2026
- Owns 10% to 25% of Gryphon Wealth, LLC
Joseph Kirby
Control person · since January 2026
Besides its headquarters, Gryphon Wealth has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 4600 Touchton Road E, Building 200,, Suite 110, JacksonvilleHQ
Contact and registration details
- Legal name
- Gryphon Wealth, LLC
- Headquarters
- 4600 Touchton Road E, Building 200,, Suite 110, Jacksonville, FL 32246
- Website
- gryphon-wealth.com
- Phone
- 904-450-5330
- @gryphon-wealth
- SEC file
- 801-135333
- Structure
- Florida LLC
- Fiscal year end
- December
Gryphon Wealth’s named custodian for separately managed accounts is Trade-PMR ($3.24B). Gryphon Wealth has custody of $408M for 104 clients.
- Trade-PMRTrade-PMR Inc. · Clearwater, FL · $3.24B100%
At year end, Gryphon Wealth’s separately managed accounts were mostly in stocks (70%) and funds (30%).
What the accounts hold
- Stocks70%
- Funds30%
How many clients does Gryphon Wealth have?
Gryphon Wealth has 695 clients and manages $3.24 billion for them, as of August 2026. They include 402 high-net-worth individuals and 293 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 August 2026
What services does Gryphon Wealth offer?
Gryphon Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Gryphon Wealth charge?
Gryphon Wealth charges 0.35%–1.25% for its Wrap Fee Program investment management services. The brochure does not state whether the rate is annual. The whole portfolio is charged at the rate of its band. The fee is billed in advance and is negotiable.
Source: GRYPHON WEALTH FORM ADV PART 2A BROCHURE, filed 27 May 2026
Which custodians does Gryphon Wealth use?
Gryphon Wealth’s separately managed account assets are held at Trade-PMR Inc. (Clearwater, FL), with $3.24B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 August 2026
How many financial advisors does Gryphon Wealth have?
Gryphon Wealth has 6 investment adviser representatives registered with state securities authorities, out of 22 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Gryphon Wealth invest in?
At the end of its last fiscal year, Gryphon Wealth’s separately managed accounts held 70% exchange-traded equities and 30% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Gryphon Wealth?
Gryphon Wealth’s direct owners are Joseph Kirby, Jeffrey Wyatt and Jason Hyrne, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 20 August 2026
How does Gryphon Wealth get paid?
Gryphon Wealth is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Gryphon Wealth?
Gryphon Wealth’s main office is at 4600 Touchton Road E, Building 200,, Suite 110, Jacksonville, FL 32246. Its phone number is 904-450-5330. Its website is gryphon-wealth.com.