SourcingSourcing

TWIN GRYPHON ADVISORS LLC

A72
CRD 297264·SEC 801-129993·MARSHFIELD, MA
AUM
$126.5M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$380K
@ 30% margin
Est. Deal Value
$3.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TWIN GRYPHON ADVISORS LLC
CRD
297264
SEC file #
801-129993
EIN
—
DBA names
—

Economics

AUM
$126.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$113.5M → $126.5M▲ +11%
Client mix
Individuals High Net Worth27
Individuals Other17
Pension Profit Sharing Plans5
Pooled Investment Vehicles1

Operations

Employees (total)
4
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
MARSHFIELD MA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/13/2026
ADV-W filed at
—
Website
facebook.com/twin-gryphon-advisors-286381112305766(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WELLSPRING FINANCIAL INSURANCE
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
WELLSPRING FINANCIAL INSURANCE
WITHERS, TIMOTHY, CHARLES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:twingryphon.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4101
Soi Zip Pct 200k Plus
0.1712
Soi Zip Returns 200k Plus
2200
Soi Zip Total AGI
1,627,253
Census Median Hh Income
118,633
Census High Income Households
2193
Census Median Age
46.3
Census Pop 65 66 Total
600
Census Total Households
10,304
Census NAICS 523930 Count
3
Fdic Zip Total Deposits
13,999,515,000
Fdic Zip Branch Count
204
Fdic Zip Top Banks
Rockland Trust Company
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Census Bachelors Plus Count
6,174
Census Median Home Value
584,500
Census NAICS 523930 Employees
0
Census Unemployed Count
526
Census Zip
02050
Custodian Candidates
Full
Fidelity6
E*trade4
Fdic Zip Branches Raw
Citizens Bank of MassachusettsMarshfield, MA
Quincy Savings BankMarshfield, MA
Fdic Zip HHI
1342.68
Fdic Zip Top Bank Share Pct
24.26
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI30,473
Returns2,930
Stub 2
AGI67,913
Returns1,810
Stub 3
AGI101,227
Returns1,630
Soi Zip Total Business Income
63,290
Soi Zip Total Cap Gains
94,460
Soi Zip Total Dividends
29,110
Soi Zip Total Returns
12,850
Trust Company Affiliate
No

People (1)

1
WITHERS, TIMOTHY, CHARLES
IAR · Direct Owner · 17.5%
1598595