DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
G•••••• W•••••
Legal name G•••••• W•••••• L••
Latest filing Aug 20, 2026
First filing on the tape Feb 10, 2026 · 3 filings
SEC status approved since Feb 13, 2026
RAUM
$3.2B
reported, Item 5.F
Discretionary
79%
of RAUM
Private clients
100%
$3.2B individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$463M
derived; firm RAUM over IAPD count
Employees
22
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$3.2B as of Aug 20, 2026
Feb 10, 2026$0 then
HNW client RAUM$3.1B as of Aug 20, 2026
May 27, 2026$3.1B then
State-registered IARs (5.B.3)6 as of Aug 20, 2026
Feb 10, 20266 then
Employees (5.A)22 as of Aug 20, 2026
Feb 10, 202621 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Aug 20, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $463MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 99derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $7.8MderivedHNW RAUM over HNW clients
- Average account
- $1.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 79%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.1derivedItem 5.A over advisors
- Advisors per office
- 7.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Financial planning clients
- 500reportedItem 5.H
- Wrap fee program
- $3.1BreportedItem 5.I
- Custody
- $408M, 104 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$3.1B97%
- Individuals$113M3.5%
- Individual clients
- 293reported
- HNW clients
- 402reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3,071reported
- Financial planning clients
- 500reported
- Wrap fee programs
- $0 sponsored, $125M managedreported
- Custody of client assets
- $408M for 104 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
10 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J••••• K••••Certified Financial Planner | Jacksonville, Fl | Apr 23, 2026 | 25 y | 5 |
| A••• L• W••••Certified Financial Planner | Jacksonville, Fl | Apr 23, 2026 | 12 y | 4 |
| A•••••••• I••• B•••• | Jacksonville, Fl | Apr 23, 2026 | 13 y | 2 |
| J•••••• L•••••• W•••• | Jacksonville, Fl | Apr 23, 2026 | 28 y | 2 |
| J•••• H••••Certified Financial Planner | Jacksonville, Fl | Apr 23, 2026 | 27 y | 3 |
| G•••• P•••••• G•••••••• | Jacksonville, Fl | Apr 23, 2026 | 12 y | 3 |
| S•••••• T••••••• | Jacksonville, Fl | Sep 4, 2026 | 21 y | 0 |
| B••••••• S•••••• | Jacksonville, Fl | Sep 17, 2026 | 21 y | 5 |
| M•••••• S••••• | Jacksonville, Fl | Sep 17, 2026 | 15 y | 2 |
| R••••• S••• T••••••••• | Jacksonville, Fl | Sep 17, 2026 | 16 y | 1 |
Advisor movement
0 left, 9 joined in 12 months
net +9 in 12 months0 left in 90 days3 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- B••••••• S•••••• from W•••• F•••• A•••••••Sep 17, 2026 · Wirehouse to independent RIA
- M•••••• S••••• from W•••• F•••• A•••••••Sep 17, 2026 · Wirehouse to independent RIA
- R••••• S••• T••••••••• from W•••• F•••• A•••••••Sep 17, 2026 · Wirehouse to independent RIA
- J••••• K•••• from W•••• F•••• A•••••••Apr 23, 2026 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- A••• L• W•••• from W•••• F•••• A•••••••Apr 23, 2026 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- J•••••• L•••••• W•••• from W•••• F•••• A•••••••Apr 23, 2026 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- A•••••••• I••• B•••• from W•••• F•••• A•••••••Apr 23, 2026 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- J•••• H•••• from W•••• F•••• A•••••••Apr 23, 2026 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- G•••• P•••••• G•••••••• from W•••• F•••• A•••••••Apr 23, 2026 · Wirehouse to a newly registered adviser (no RAUM reported yet)
Teams: two or more advisors moving together within fourteen days, from one state
- 6 joined from W•••• F•••• A•••••••Apr 29, 2026 · Jacksonville, Fl
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
No Schedule A on the extract for this adviser.
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Jacksonville, Fl · principal | 10 | 10 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 0 to 3,071Feb 10, 2026 to May 27, 2026
- HNW clients · unset to 402.0Feb 10, 2026 to May 27, 2026
- Individual clients · unset to 293.0Feb 10, 2026 to May 27, 2026
- Assets in custody · unset to 408255452.0Feb 10, 2026 to May 27, 2026
- Custody of client assets · false to trueFeb 10, 2026 to May 27, 2026
- Employees · 21 to 22Feb 10, 2026 to May 27, 2026
- Financial planning clients · 0 to More than 500Feb 10, 2026 to May 27, 2026
- Discretionary RAUM · $0 to $2.6BFeb 10, 2026 to May 27, 2026
- HNW RAUM · unset to 3131749549.0Feb 10, 2026 to May 27, 2026
- Individual RAUM · unset to 112589651.0Feb 10, 2026 to May 27, 2026
- Non-discretionary RAUM · $0 to $688MFeb 10, 2026 to May 27, 2026
- RAUM · $0 to $3.2BFeb 10, 2026 to May 27, 2026
- Wrap assets (manager) · $0 to $125MFeb 10, 2026 to May 27, 2026
Signals
4 dated events
- M•••••• S••••• registered as an investment adviser representative at G•••••• W•••••Sep 17, 2026 · Advisor registered · fact
- B••••••• S•••••• registered as an investment adviser representative at G•••••• W•••••Sep 17, 2026 · Advisor registered · fact
- R••••• S••• T••••••••• registered as an investment adviser representative at G•••••• W•••••Sep 17, 2026 · Advisor registered · fact
- 6 advisors left W•••• F•••• A••••••• (Jacksonville, FL) for G•••••• W••••• on the same dayApr 29, 2026 · Team lift-out · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@gryphon-wealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- ana.abreu@gryphon-wealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- randal.trinidad-ambar@gryphon-wealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- gio.tonej@gryphon-wealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- joyce.walker@gryphon-wealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- melissa.storch@gryphon-wealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- michael.savo-matthews@gryphon-wealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- shannon.castaneda@gryphon-wealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- shielah.overholser@gryphon-wealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- vicki.meadors@gryphon-wealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- abigail.cohen@gryphon-wealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- adam.kirby@gryphon-wealth.comreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $463Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026