CRD: 321163
Hyperion Wealth Management LLC
$1.2M Total AUM
$1.2M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-29-2022
- Office Locations
- 1
Office Locations
300 W 110th ST #4C NEW York NY
About Hyperion Wealth Management LLC
Hyperion Wealth Management is a New York-based retail wealth management firm focused on financial planning—debt management, retirement and college planning, estate and tax planning, and charitable giving. Client portfolios emphasize asset allocation using primarily ETF-based strategies, with custody through Charles Schwab.
Team overview
-- AVG AGE
$1.2M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
4.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
Tyler A Wong
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #7536225
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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