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HYPHEN WEALTH MANAGEMENT
Legal name: HYPHEN WEALTH MANAGEMENT LLC
CRD 338134File 801-134270
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$125.6M
Bottom 25% of cohort (national)
Discretionary AUM
$106.6M
Non-discretionary $19.0M
Clients
59
193 accounts
Employees
3
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Sep 3, 2025
- Principal office
- 3569 MT. DIABLO BLVD., STE 220, LAFAYETTE, CA, 94549
- Phone
- 408 314 7895
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $125.6M
- Discretionary AUM
- $106.6M
- Non-discretionary AUM
- $19.0M
- Discretionary accounts
- 176
- Non-discretionary accounts
- 17
- Total accounts
- 193
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $557K |
| High net worth individuals | 34 | $111.0M |
| Individuals (other than high net worth individuals) | 24 | $14.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.