Mayport Wealth Management is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 10, 2026, reports $695M in regulatory assets under management, 3 employees, and 756 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 73.7% of total clients.
Top client categories% of clientsClients
1
HNWI
73.7%
112
2
Individuals
26.3%
40
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$695Mas of March 10, 2026
Discretionary96.7%
$672M
97% of total RAUM96.7%
Non-discretionary3.3%
$23M
3% of total RAUM3.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$695M
Total Accounts756
10Y AUM Change+$583M (+523.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee51:1
10Y Employee Change+2 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.