HYPHEN WEALTH MANAGEMENT LLC

HYPHEN WEALTH MANAGEMENT LLC of LAFAYETTE, CA is an SEC-registered investment adviser (CRD 338134). Regulatory assets under management: $125.6M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (2)

NameRoleLocation
Roshan Mahendra WeeramantryMANAGING MEMBER; MANAGING MEMBER AND CEO; MANAGING PARTNER (+1 more)
Cyrus Mcdonald AminiCHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER

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