Hyphen Wealth Management LLC
● SEC registered since 2025CRD 338134SEC# 801-134270Lafayette, CA
Reg. AUM
$125.6M
Employees
3
Accounts
193
Location
Lafayette, CA
Hyphen Wealth Management LLC assets under management
Hyphen Wealth Management LLC operates as an SEC-registered investment adviser based in Lafayette, CA. The firm has been registered since 2025. It reports $125.6 million in regulatory assets under management and employs 3 people.
Hyphen Wealth Management LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cyrus McDonald Amini Control | Chief Compliance Officer & Chief Investment Officer | Under 5% | 2025 |
| Oakley Partners LLC Control | Parent Company | Over 75% | 2025 |
| Roshan Mahendra Weeramantry Control | Managing Member | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Hyphen Wealth Management LLC manage?
Hyphen Wealth Management LLC reports $125.6 million in regulatory assets under management on its Form ADV.
How many employees does Hyphen Wealth Management LLC have?
Hyphen Wealth Management LLC reports 3 employees.
Where is Hyphen Wealth Management LLC located?
Hyphen Wealth Management LLC is based in Lafayette, CA and has been SEC-registered since 2025.
Does Hyphen Wealth Management LLC disclose fund performance?
Hyphen Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3569 Mt. Diablo Blvd., Ste 220, Lafayette, CA 94549 |
| Phone | 408 314 7895 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$125.6M▲ 5%
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$125.6Mregulatory AUM
Discretionary $106.6MNon-discretionary $19M