Ana Abreu
Gryphon Wealth · Jacksonville, Florida
Ana Abreu is a fee-only financial advisor at Gryphon Wealth in Jacksonville, Florida. Ana focuses on retirement planning, tax planning and equity compensation. Gryphon Wealth reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Gryphon Wealth |
|---|---|
| Based in | Jacksonville, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $3.24B across 3,071 accounts |
| SEC registration | Investment adviser representative in FL · CRD 7686297 |
| Exams passed | Series 63 (2023) · Series 65 (2026) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | gryphon-wealth.com |
How Ana's firm compares
- Gryphon Wealth's average account is about $1.1 million, from its Form ADV (assets managed divided by 3,071 accounts).
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Questions about Ana
Is Ana Abreu a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ana holds no broker registration, and Gryphon Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ana charge for financial advice?
Ana's firm, Gryphon Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Ana Abreu based?
Ana Abreu is based in Jacksonville, Florida.
What does Ana specialize in?
Ana's specialties include retirement planning, tax planning, equity compensation and family wealth transfer.
Is Ana Abreu registered with the SEC?
Yes. Ana Abreu is registered as an investment adviser representative in FL (CRD 7686297), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Gryphon Wealth manage?
Gryphon Wealth reports $3.24B across 3,071 accounts in assets under management.
How do I contact Ana Abreu?
Through Ana's website, gryphon-wealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Gryphon Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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