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Private Wealth Daily
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The Lean 100 · 2026 edition
No.58
Mayport Wealth Management logo

Mayport Wealth Management

Boston, MA · Firm website

98%AUM growth, 2024 to 2026
$695MAUM in the 2026 filing
58%client growth
3people at the firm

AUM by filing

$213M2023
$350M2024
$482M2025
$695M2026

Clients by filing

792023
962024
1172025
1522026

Key people

  • Adam Grossman
    Adam GrossmanFounder and PrincipalOwner · 10 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth98%104%
  • Client growth58%43%
  • People37
  • AUM per person$231.6M$49.7M

Rank by measure

  • Official rankNo. 5898%
  • Client growthNo. 4058%
  • AUM added per personNo. 2$114.8M
  • AUM per personNo. 2$231.6M
← No. 57 Kokua Capital ManagementNo. 59 Meredith Wealth Planning →
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Mayport Wealth Management: No. 58 on The Lean 100 (2026) — Private Wealth Daily