Hyphen Wealth Management
Hyphen Wealth Management is an SEC-registered wealth manager in Lafayette, CA with $125.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Hyphen Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 338134, SEC 801-134270, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $125.6M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- Lafayette, CA
- Employees
- 3
- Clients
- 59
- CRD
- 338134
- Ownership
- WEERAMANTRY, ROSHAN, MAHENDRA; OAKLEY PARTNERS LLC; AMINI, CYRUS, MCDONALD
How much AUM does Hyphen Wealth Management have?
Hyphen Wealth Management reported $125.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Hyphen Wealth Management?
Disclosed owners and executives of Hyphen Wealth Management include WEERAMANTRY, ROSHAN, MAHENDRA, OAKLEY PARTNERS LLC, AMINI, CYRUS, MCDONALD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.