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Gravitalix Financial Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 340206
· SEC file 801-135256
· Coral Springs, FL
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ADV data as of Jul 29, 2026
- Regulatory AUM
- $395M
- Discretionary
- $395M
- Clients
- 19,218
- Avg AUM / client
- $20.6K
- Accounts
- 19,218
- Employees
- 2
AUM over time
$395M
$543M
Jan 2, 2026
Jul 29, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 18,832 | $225M | 57.0% |
| High net worth individuals | 71 | $113M | 28.5% |
| Corporations and other businesses | 315 | $57.3M | 14.5% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/15/2026 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Transpecos Banks, Ssb Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 29, 2026.
View current Form ADV (SEC/IAPD) ↗