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HYPHEN WEALTH MANAGEMENT

HYPHEN WEALTH MANAGEMENT LLC

CRD 338134 · SEC 801-134270

3569 MT. DIABLO BLVD., STE 220, LAFAYETTE, CA, 94549, United States

Phone

408 314 7895

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$125.6M

Discretionary AUM

$106.6M

Team

3 total employees; 3 advisory reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals24$14.0M
High net worth individuals34$111.0M
Corporations/business entities1$557K

States served

CA, SC

Official SEC filing: View on IAPD