Hyphen Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lafayette, CA. Its latest Form ADV filing, dated March 23, 2026, reports $126M in regulatory assets under management, 3 employees, and 193 accounts.
Assets Under Management
$126M
Employees
3
Offices
--
Total Clients
59
Primary office
LAFAYETTE, CA
3569 MT. DIABLO BLVD., STE 220, LAFAYETTE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 57.6% of total clients.
Top client categories% of clientsClients
1
HNWI
57.6%
34
2
Individuals
40.7%
24
3
Corporations
1.7%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$126Mas of March 23, 2026
Discretionary84.9%
$107M
85% of total RAUM84.9%
Non-discretionary15.1%
$19M
15% of total RAUM15.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$126M
Total Accounts193
10Y AUM Change+$126M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee20:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.