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GRAVITALIX FINANCIAL

CORAL SPRINGS, FL · CRD 340206 · IAPD ↗ · 646-732-0299

$395.2MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
August 2026 — GRAVITALIX FINANCIAL reported RAUM down 27% ($542.5M -> $395.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
98
March 2026 — GRAVITALIX FINANCIAL (CORAL SPRINGS, FL) is newly SEC-registered with $542.5M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.