What Gryphon Wealth does

Gryphon Wealth is a fee-only fiduciary registered investment advisor (RIA) headquartered in Jacksonville, Florida, providing integrated wealth management and financial planning services to high-net-worth individuals, multigenerational families, business owners, and corporate executives. The firm was launched in May 2026 by a team of advisors managing approximately $3 billion in client assets who departed Wells Fargo Advisors Financial Network, and offers investment management across short-term, medium-term, and long-term horizons (public stocks, bonds, ETFs, private equity, real estate) alongside financial planning modules covering retirement income, estate planning, tax planning, insurance, corporate executive planning, charitable giving, and family wealth-transfer dynamics.

The firm's technology stack is built on a dual-custody and platform architecture: TradePMR's Fusion platform provides the operational and AI-enabled workflow layer, while Wells Fargo First Clearing provides custody services under a relationship extended through 2032. The platform is used to deliver a structured three-step client process (Discovery Meeting, Custom Plan, ongoing advisory support) and a quarterly thought-leadership publication, Gryphon Insights. Gryphon Wealth makes money through AUM-based advisory fees on a recurring basis, charging a percentage of assets under management for personalized portfolio management and holistic planning; specific fee schedules are not publicly disclosed and require a discovery meeting to obtain.

The firm is structured as Gryphon Wealth, LLC, an LLC domiciled in Florida, and is privately held with no institutional investors, parent company, or funding rounds disclosed. Its competitive position rests on the credentials and longevity of its founding advisors (multiple CFP, CPWA, CDFA, CIMA designations; 20-29 years of individual experience; nine consecutive years of Forbes Best-In-State Wealth Advisors recognition for founders Wyatt and Hyrne, and 2023-2026 Forbes Best-In-State Wealth Management Teams recognition), in-house rather than outsourced planning expertise, and deep client relationships built through coordinated tax, estate, and investment planning.

Name

Gryphon Wealth

Legal name

Gryphon Wealth, LLC

Website

https://gryphon-wealth.com

Company type

Private

Founded year

2026

Operating status

Operating

Headcount range

11–50 employees

Short description

Gryphon Wealth is a fee-only fiduciary registered investment advisor in Jacksonville, Florida, providing integrated investment management and financial planning — covering estate, tax, retirement, and multigenerational wealth transfer — to high-net-worth individuals, families, business owners, and corporate executives, launched with an approximately $3 billion AUM book migrated from Wells Fargo.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)

Keywords

• Wealth management services
• Investment advisory
• Financial planning services
• Estate planning
• Portfolio management

Headquarters

HQ city

Jacksonville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Fees: Fee-only registered investment advisor providing personalized wealth management and investment advisory services. The firm operates as a fiduciary, likely charging AUM-based fees (percentage of assets under management) for comprehensive portfolio management and financial planning services.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Gryphon Wealth is a fee-only fiduciary registered investment advisor delivering integrated wealth management to high-net-worth individuals, families, business owners, and corporate executives. The firm provides tailored investment management across short-term, medium-term, and long-term horizons (public stocks, bonds, ETFs, private equity, debt, real estate, retirement accounts, and charitable gift accounts) plus comprehensive financial planning spanning retirement income, estate planning, income tax planning, insurance planning, charitable giving, corporate executive planning, and family dynamics planning. Services are delivered through a three-step Discovery Meeting → Custom Plan → Ongoing Advisory engagement model led by credentialed in-house advisors.

Product overview

Gryphon Wealth is a fee-only fiduciary registered investment advisor providing integrated wealth management and financial planning services to high-net-worth clients. The firm offers investment management through tailored portfolio strategies (short-term, medium-term, and long-term investments) and comprehensive financial planning covering retirement income, estate planning, tax planning, insurance, charitable giving, and corporate executive planning. The core offering combines personalized investment management with holistic planning services, supported by the firm's in-house expertise and concierge-level customer service.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Tailored investment strategies built around client goals, timelines, and life circumstances. Coverage spans short-term, medium-term, and long-term investment horizons and includes public stocks, bonds, funds and ETFs, private equity, debt and real estate, education accounts (including 529s), retirement accounts (including IRAs, Roths, and retirement plans), and charitable gift accounts. Targeted at high-net-worth individuals, families, business owners, and corporate executives.
• Comprehensive Financial Planning Services Personalized wealth planning services that include retirement income planning (401ks, SEPs, SIMPLEs, Roth and Traditional IRAs, Social Security and Medicare optimization), estate planning strategies (wills, trusts, gifting strategies, family business planning, buy-sell agreements), income tax planning integrated with estate planning and Roth conversion analysis, corporate executive planning (10b5-1 plans, restricted stock, Rule 144, stock options), family dynamics planning (next-generation education, 529s, ESAs), insurance planning (long-term care, life, disability), and charitable giving strategies (donor-advised funds, private foundations). Targeted at high-net-worth individuals, families, business owners, corporate executives, and multigenerational families.

Quantifiable outcome

• Forbes Best-In-State Wealth Management Teams recognition for 2023-2026
• +1 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Two partnerships are on record, tiered core.

• TradePMRcoreTechnology or Integration · 24 May 2026TradePMR serves as Gryphon Wealth's custodial and technology partner. The firm leverages TradePMR's Fusion platform capabilities including AI, estate planning, and tax planning integration. TradePMR was acquired by Robinhood in a deal valued at approximately $300 million and continues to maintain its existing clearing and custody relationship with Wells Fargo Clearing Services despite the ownership change.
• Wells Fargo First ClearingcoreTechnology or Integration · 20 May 2026Gryphon Wealth utilizes Wells Fargo's First Clearing for custody services. The firm will utilize both Wells Fargo's First Clearing and TradePMR's Fusion platform for their comprehensive wealth management services. The custody contract with Wells Fargo's First Clearing was extended to 2032.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Creative Planning: Large fee-only RIA serving high-net-worth individuals and families with integrated financial planning and investment management. Highly comparable to Gryphon Wealth in fee-only fiduciary positioning, HNW focus, and holistic planning model.
• Mariner Wealth Advisors: Independent, employee-owned RIA providing comprehensive wealth planning, investment management, tax, and estate services to HNW clients. Comparable to Gryphon Wealth in its integrated in-house planning-and-investing approach for affluent households.
• Mercer Advisors: National fee-only RIA specializing in holistic financial planning, investment management, and tax services for HNW individuals. Directly comparable to Gryphon Wealth on fee-only fiduciary model, planning-led approach, and HNW target market.
• Sanctuary Wealth: Partnership platform for independent advisors and RIAs serving HNW clients, providing compliance, technology, and investment support. Comparable to Gryphon Wealth as an independent RIA serving HNW clients with a planning-led value proposition.
• Moneta Group: Independent fee-only RIA providing comprehensive financial planning, investment management, and tax services to HNW individuals and families. Comparable to Gryphon Wealth in fee-only fiduciary positioning, integrated planning, and HNW family focus.

Broad incumbents

• Edelman Financial Engines: One of the largest independent RIAs in the US, serving a broad mass-affluent to HNW client base with planning, investment, and workplace advice. Comparable as a large-scale fee-only RIA competitor, though much broader and more diversified than Gryphon Wealth.
• Carson Group: National RIA and advisor platform offering wealth management, coaching, and technology to advisors serving HNW clients. Comparable as an RIA ecosystem peer, with overlap in HNW wealth management and integrated planning capabilities.
• Focus Financial Partners: Partnership platform for independent RIAs and wealth management firms, providing capital, technology, and operational support. Comparable as a peer RIA ecosystem and a potential strategic acquirer of breakaway teams like Gryphon Wealth.
• Wealth Enhancement Group: Independent wealth management firm offering financial planning and investment management to HNW clients, with significant advisor recruitment and acquisition activity. Comparable as an RIA roll-up peer that actively recruits breakaway advisor teams.
• Commonwealth Financial Network: Large independent broker-dealer and RIA platform supporting advisors serving HNW households with planning and investment solutions. Comparable as an alternative independent platform that breakaway teams evaluate against launching their own RIA.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/gryphon-wealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Gryphon Wealth