Overview
Assets Under Management: $120 million
Headquarters: LAFAYETTE, CA
High-Net-Worth Clients: 31
Average Client Assets: $3 million
Frequently Asked Questions
HYPHEN WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #338134), HYPHEN WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
HYPHEN WEALTH MANAGEMENT is headquartered in LAFAYETTE, CA.
HYPHEN WEALTH MANAGEMENT serves 31 high-net-worth clients according to their SEC filing dated January 02, 2026. View client details ↓
According to their SEC Form ADV, HYPHEN WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
HYPHEN WEALTH MANAGEMENT manages $120 million in client assets according to their SEC filing dated January 02, 2026.
According to their SEC Form ADV, HYPHEN WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.73
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 162
Discretionary Accounts: 145
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 338134
Filing ID: 2033627
Last Filing Date: 2026-01-02 08:57:34