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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Pathway ridge
- Established Date
- 10-06-2015
- Office Locations
- 1
Office Locations
About Hyperion Wealth Management, LLC
Hyperion Wealth Management, LLC is a Florida-based advisory firm serving both retail and institutional clients with portfolio construction, asset allocation, and financial planning, with a notable emphasis on risk management and hedging using equities, options, and futures. Led by principals with deep equity-derivatives and strategy design backgrounds (including a CMT Level 3 candidate), the firm commonly operates through custodians like Schwab and Interactive Brokers.
Team overview
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Asset Classes
Custodian
Investment Themes
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Owner & Executives
CHRIS M SULLIVAN
Director of Wealth Management, PRINCIPAL
- CRD
- #5484651
- Ownership
- 50% but less than 75%
MATTHEW ARON ROSEN
PRINCIPAL
- CRD
- #6020989
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,980,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $63,980,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $63,980,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $111,865,457 | 15.8% |
| Public Funds | $105,493,374 | 14.9% |
| Municipal Bonds | $67,968,886 | 9.6% |
| U.S. Government/Agency | $110,449,439 | 15.6% |
| Cash | $118,237,540 | 16.7% |
| Corporate - Investment Grade | $80,713,052 | 11.4% |
| Private Funds | $53,100,692 | 7.5% |
| Other | $60,180,784 | 8.5% |
| Total | $708,009,224 | 100.0% |