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- Custodian
- Trade-PMR ยท Wells Fargo
- Clients
- Retail
- Platforms
- Legacy
- Established Date
- 01-01-2026
- Office Locations
- 1
Office Locations
About Gryphon Wealth
Gryphon Wealth is a Jacksonville-based RIA. The firm has been operating for 0 years. Managing $3.2B in total assets under management, with 6 advisory representatives. They custody assets with Trade-PMR and Wells Fargo. Services offered include 529 Plans, Business Succession, Charitable Giving.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JASON HYRNE
Chief Executive Officer, Chief Investment Officer, Co-Founder, Managing Member
- CRD
- #3188518
- Ownership
- 25% but less than 50%
JEFFREY Lincoln WYATT
Chairman, Co-Founder, Managing Member
- CRD
- #2777905
- Ownership
- 25% but less than 50%
Delta north
Wave quantum vertex
- CRD
- #44967
- Ownership
- 4.7%
Showing 2 of 4 owners & executives
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ALEXANDER ISSA BATEH
Associate Wealth Advisor
- CRD
- #7750122
GRANT PATRICK GARRETSON
Associate Wealth Advisor
- CRD
- #5354442
Unison radial
Matrix pioneer ember
- CRD
- #92468
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,555,986,088 | $1,658,654 |
| Non-Discretionary | $688,353,112 | $449,904 |
| Total | $3,244,339,200 | $1,056,444 |
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Separately Managed Accounts
Total SMA Asset: $3,244,339,200
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,684,384,281 | 34.9% |
| Public Funds | $3,141,931,709 | 65.1% |
| Total | $4,826,315,990 | 100.0% |