H
CRD: 338134
Hyphen Wealth Management
Lafayette, CA, 94549
4083147895
$125.6M Total AUM
$106.6M Disc. AUM
-- 3Y CAGR
3 Employees
59 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-03-2025
- Office Locations
- 2
Office Locations
3569 Mt. Diablo Blvd. STE 220 Lafayette CA
-- Mt. Pleasant SC
About Hyphen Wealth Management
Hyphen Wealth Management is a Lafayette-based RIA with 2 offices. The firm has been operating for 0 years. Managing $125.6M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
42 AVG AGE
$41.9M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
0.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
0yrs Firm Age
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Owner & Executives
C
CYRUS MCDONALD AMINI
Chief Compliance Officer, Chief Investment Officer
- CRD
- #5216207
- Ownership
- Less than 5%
(806) 504-7442
matrix.value@quantumcapital.com
in linkedin.com/in/eagle-oak
ROSHAN MAHENDRA WEERAMANTRY
Managing Member
- CRD
- #3264377
- Ownership
- Less than 5%
(366) 560-2063
atlas.vital@insightcapital.com
in linkedin.com/in/vertex-north
Showing 2 of 2 owners & executives
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V
Violet Amaranth Hungerford
--
- CRD
- #7517388
(221) 919-7771
harbor.bridge@zenithcapital.com
in linkedin.com/in/vertex-pioneer
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $106,570,728 | $605,516 |
| Non-Discretionary | $18,980,461 | $1,116,498 |
| Total | $125,551,189 | $650,524 |
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Separately Managed Accounts
Total SMA Asset: $125,551,189
Public Funds:
11.3% Equity - Exchange:
18.9% Cash:
14.5% Private Funds:
18.3% Municipal Bonds:
9.3% U.S. Government/Agency:
3.6% Other:
12.9% Other:
11.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $792,881,705 | 11.3% |
| Equity - Exchange | $1,326,147,276 | 18.9% |
| Cash | $1,017,414,577 | 14.5% |
| Private Funds | $1,284,047,363 | 18.3% |
| Municipal Bonds | $652,548,660 | 9.3% |
| U.S. Government/Agency | $252,599,481 | 3.6% |
| Other | $905,148,141 | 12.9% |
| Other | $785,865,052 | 11.2% |
| Total | $7,016,652,255 | 100.0% |