Hyphen Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 26–50 clients last fiscal year.
Hyphen Wealth Management reports 59 clients. They include 34 high-net-worth individuals, 24 individual clients and 1 corporate or other business client. Of its assets, 84.9% ($107M across 176 accounts) are managed with discretion; $19M across 17 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 41% | 11% |
| High-net-worth individuals | 58% | 88% |
| Corporations and other businesses | 2% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 24 | $14M | 11.1% | $582K |
| High-net-worth individuals | 34 | $111M | 88.4% | $3.27M |
| Corporations and other businesses | Fewer than 5 | $557K | 0.4% | $557K |
| Total | 59 | $126M | 100% | — |
- Clients
- 24
- Regulatory AUM
- $14M
- AUM share
- 11.1%
- Avg. per client
- $582K
- Clients
- 34
- Regulatory AUM
- $111M
- AUM share
- 88.4%
- Avg. per client
- $3.27M
- Clients
- Fewer than 5
- Regulatory AUM
- $557K
- AUM share
- 0.4%
- Avg. per client
- $557K
Total
- Clients
- 59
- Regulatory AUM
- $126M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Hyphen Wealth Management charges 0.45%–1.25% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Fees
- Fixed fee for creating client financial plans is between $2,000 and $5,000, negotiable.
- Pension Consulting Services
- Asset-based annual pension consulting fees are 1.25% at up to $1 million, down to 0.45% above $20 million, generally negotiable.
Oakley Partners LLC owns 75% or more of Hyphen Wealth Management and is in turn owned by Roshan Weeramantry (75% or more). The leadership team of Hyphen Wealth Management includes Chief Investment Officer Cyrus Amini. It has 3 employees.
Leadership
- Cyrus AminiChief Compliance Officer & Chief Investment Officer
- Roshan WeeramantryManaging Member
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- Owns 75% or more of Hyphen Wealth Management LLC
Oakley Partners LLC
Control person · since August 2025
- Owns 75% or more of Oakley Partners LLC
Roshan Weeramantry
Control person · since March 2022
Besides its headquarters, Hyphen Wealth Management has 0 offices, with 1 listed address in California.
California · 1 listed address
- 3569 MT. Diablo BLVD., Ste 220, LafayetteHQ
Contact and registration details
- Legal name
- Hyphen Wealth Management LLC
- Headquarters
- 3569 MT. Diablo BLVD., Ste 220, Lafayette, CA 94549
- Website
- Not reported
- Phone
- 408-314-7895
- SEC file
- 801-134270
- Structure
- California LLC
- Fiscal year end
- December
Hyphen Wealth Management uses Charles Schwab ($114M) as custodian for its separately managed accounts. Hyphen Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $114M100%
At year end, Hyphen Wealth Management’s separately managed accounts were mostly in funds (65%) and stocks (19%).
What the accounts hold
- Stocks19%
- Exchange-traded equities18%
- Non-exchange-traded equities1%
- Funds65%
- Registered funds60%
- Pooled vehicles5%
- Bonds7%
- U.S. government and agency bonds3%
- State and local bonds3%
- Investment grade corporate bonds1%
- Cash6%
- Other3%
- Fee based, fully liquid annuities2%
- Derivatives1%
How many clients does Hyphen Wealth Management have?
Hyphen Wealth Management has 59 clients and manages $126 million for them, as of March 2026. They include 34 high-net-worth individuals, 24 individual clients and 1 corporate or other business client.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Hyphen Wealth Management offer?
Hyphen Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Hyphen Wealth Management charge?
Hyphen Wealth Management charges 0.45%–1.25% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable.
Source: FORM ADV PART 2A - HYPHEN WEALTH MANAGEMENT, filed 23 March 2026
Which custodians does Hyphen Wealth Management use?
Hyphen Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $114M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does Hyphen Wealth Management have?
Hyphen Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hyphen Wealth Management invest in?
At the end of its last fiscal year, Hyphen Wealth Management’s separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities, 6% cash and equivalents, 5% pooled vehicles (private funds and similar), 3% U.S. government and agency bonds, 3% state and local bonds, 2% other, 1% non-exchange-traded equities, 1% investment grade corporate bonds and 1% derivatives. The 2% other category is described as: Fee Based, Fully Liquid Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Hyphen Wealth Management?
Hyphen Wealth Management is owned through a holding company by Roshan Weeramantry. Its direct owner is Oakley Partners LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Hyphen Wealth Management get paid?
Hyphen Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Hyphen Wealth Management?
Hyphen Wealth Management’s main office is at 3569 MT. Diablo BLVD., Ste 220, Lafayette, CA 94549. Its phone number is 408-314-7895.