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Hyphen Wealth Management LLC

● SEC registered since 2025CRD 338134SEC# 801-134270Lafayette, CA
Export (members)
Reg. AUM
—
Employees
2
Accounts
—
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 employs 2 people.
View on SEC.gov ↗

Hyphen Wealth Management LLC owners & executives

4 reported
NameTitleOwnershipSince
Cyrus McDonald Amini ControlChief Compliance OfficerUnder 5%2025
Oakley Partners LLC ControlParent CompanyOver 75%2025
Roshan Weeramantry ControlManaging Partner And CeoUnder 5%2025
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Frequently asked questions

How many employees does Hyphen Wealth Management LLC have?

Hyphen Wealth Management LLC reports 2 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

Address3569 Mt. Diablo Blvd., Ste 220, Lafayette, CA 94549
Phone408 314 7895
FaxN/A
Office hours9:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo