|
⚲
|
| Hyphen Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 338134 |
| SEC # | 801-134270 |
| CIK # | |
| AUM | $125.6 M (2026-03-23) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 408-314-7895 |
| Address | 3569 Mt Diablo Blvd Lafayette, CA 94549 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 14.0 |
| (b) Individuals (high net worth individuals) | 34 | 111.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 193 | 125.6 |
| By Discretionary | ||
| Discretionary | 176 | 106.6 |
| Non-Discretionary | 17 | 19.0 |
| Total | 193 | 125.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 125.6 | |
| Total | 193 | 125.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capital Wealth Advisors Ltd
✚
|
WI | 0.1 |
|
VIP Wealth Advisors LLC
✚
|
GA | 0.1 |
|
Thielen Capital Corporation
✚
|
CA | 0.1 |
|
Breakthru Advisory Services LLC
✚
|
WI | 0.1 |
|
ODA and Company Inc
✚
|
OH | 0.1 |
|
Lone Peak Advisers LLC
✚
|
UT | 0.1 |
|
Maytal Asset Management LLC
✚
|
NY | 0.1 |
|
WMS Group LLC
✚
|
0.1 | |
|
Mar Wealth Management Services LLC
✚
|
FL | 0.1 |
|
Wilson Group Financial Management LLC
✚
|
FL | 0.1 |