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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

GRYPHON WEALTH

GRYPHON WEALTH, LLC, CRD 339969

JACKSONVILLE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f6d5316b-ca6c-51d1-03ff-0f435003615f

Data as of Aug 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 5
On other graphs: 0
Observed: Feb 10, 2026 to Aug 20, 2026
3 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $3.2BItem 5.F on the latest filing (2026-08-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.6B
Private client RAUM: $3.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $463Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 22
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 3,071
Individual clients: 293
High net worth clients: 402
Custody, client assets: $408M
SEC number: 801-135333
CRD: 339969
Filings on the tape: 3
First filed: Feb 10, 2026
Latest filed: Aug 20, 2026
Organised: Limited Liability Company, FL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	In industry	Prior firms	Dual registered
JEFFREY Lincoln WYATT	n/a	JACKSONVILLE, FL	29	2	no
JASON HYRNE	Certified Financial Planner	JACKSONVILLE, FL	27	3	no
JOSEPH KIRBY	Certified Financial Planner	JACKSONVILLE, FL	25	5	no
GRANT PATRICK GARRETSON	n/a	JACKSONVILLE, FL	12	3	no
ALEK L WYATT	Certified Financial Planner	JACKSONVILLE, FL	12	4	no
ALEXANDER ISSA BATEH	n/a	JACKSONVILLE, FL	13	2	no
SHAUNAK TRIPATHI	n/a	JACKSONVILLE, FL	21	n/a	no
BHAGWATI SANGANI	n/a	JACKSONVILLE, FL	21	5	no
MELISSA STORCH	n/a	JACKSONVILLE, FL	15	2	no
RANDAL SADE TRINIDAD-AMBAR	n/a	JACKSONVILLE, FL	16	1	no
SHANNON CASTANEDA	n/a	JACKSONVILLE, FL	14	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 10, 2026	$0	$0	21	6	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
10	0	10	0.0%	4	0	0	10	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$3.2B	n/a	n/a	n/a	n/a	22	n/a	0	n/a

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WELLS FARGO ADVISORS	6	Apr 29, 2026	Apr 23, 2026	JACKSONVILLE, FL	Team lift out	Wirehouse to new firm	0.2%

Relationships

Registered with (7)

← SHAUNAK TRIPATHIAdvisorregistration: current employment
Sep 4, 2026 to presentfactForm ADV
← JEFFREY Lincoln WYATTAdvisorregistration: current employment
Apr 23, 2026 to presentfactForm ADV
← JASON HYRNEAdvisorregistration: current employment
Apr 23, 2026 to presentfactForm ADV
← JOSEPH KIRBYAdvisorregistration: current employment
Apr 23, 2026 to presentfactForm ADV
← GRANT PATRICK GARRETSONAdvisorregistration: current employment
Apr 23, 2026 to presentfactForm ADV
← ALEK L WYATTAdvisorregistration: current employment
Apr 23, 2026 to presentfactForm ADV
← ALEXANDER ISSA BATEHAdvisorregistration: current employment
Apr 23, 2026 to presentfactForm ADV

Moved with (1)

← WELLS FARGO ADVISORSRegistered adviser6 advisors, team lift out, same day
Apr 29, 2026 to Apr 23, 2026factForm ADV

Dated events

4 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Apr 29, 2026
Team lift-out
6 advisors left Wells Fargo Advisors (Jacksonville, FL) for Gryphon Wealth on the same day
Form ADVobserved 5 days ago
6 advisors

Show 4 bookkeeping events

Occurred
Sep 18, 2026
Shannon Castaneda registered as an investment adviser representative at Gryphon Wealth
Occurred
Sep 17, 2026
Melissa Storch registered as an investment adviser representative at Gryphon Wealth
Occurred
Sep 17, 2026
Randal Sade Trinidad-Ambar registered as an investment adviser representative at Gryphon Wealth
Occurred
Sep 17, 2026
Bhagwati Sangani registered as an investment adviser representative at Gryphon Wealth

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f6d5316b-ca6c-51d1-03ff-0f435003615f
First observed: Feb 10, 2026
Last observed: Aug 20, 2026 31 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GRYPHON WEALTH

GRYPHON WEALTH, LLC, CRD 339969

JACKSONVILLE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f6d5316b-ca6c-51d1-03ff-0f435003615f

Data as of Aug 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:13 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEFFREY Lincoln WYATT

n/a

JACKSONVILLE, FL

JASON HYRNE

Certified Financial Planner

JACKSONVILLE, FL

JOSEPH KIRBY

Certified Financial Planner

JACKSONVILLE, FL

GRANT PATRICK GARRETSON

n/a

JACKSONVILLE, FL

ALEK L WYATT

Certified Financial Planner

JACKSONVILLE, FL

ALEXANDER ISSA BATEH

n/a

JACKSONVILLE, FL

SHAUNAK TRIPATHI

n/a

JACKSONVILLE, FL

n/a

BHAGWATI SANGANI

n/a

JACKSONVILLE, FL

MELISSA STORCH

n/a

JACKSONVILLE, FL

RANDAL SADE TRINIDAD-AMBAR

n/a

JACKSONVILLE, FL

SHANNON CASTANEDA

n/a

JACKSONVILLE, FL

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 10, 2026

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$3.2B

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WELLS FARGO ADVISORS

Apr 29, 2026

Apr 23, 2026

JACKSONVILLE, FL

Team lift out

Wirehouse to new firm

0.2%