Shaunak Tripathi
Investment adviser representative at Gryphon Wealth
21 yearsExperience
1 stateRegistered in
$3.2BFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Gryphon Wealth, LLCJan 2026 to now
- Leaf Group of NYJun 2025 to Aug 2025
- University of RochesterJul 2024 to Dec 2025
- Not EmployedNov 2023 to Jun 2025
- Blink DigitalAug 2023 to Nov 2023
- AwsMar 2022 to May 2022
- Savitribai Phule Pune UniversityJul 2019 to Jul 2023
- Podar International SchoolJul 2005 to Jul 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Gryphon Wealth
Legal name: Gryphon Wealth, LLC
$3.2BAssets managed
695Clients
12Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8210507
- Firm CRD
- 339969