HYPHEN WEALTH MANAGEMENT LLC
Legal name: HYPHEN WEALTH MANAGEMENT
CRD #338134 SEC #801-134270 LAFAYETTE, CA 408 314 7895
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
2
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 8, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AMINI, CYRUS, MCDONALD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AMINI, CYRUS, MCDONALD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AMINI, CYRUS, MCDONALD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AMINI, CYRUS, MCDONALD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AMINI, CYRUS, MCDONALD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AMINI, CYRUS, MCDONALD | I | CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | NA | Control |
| AMINI, CYRUS, MCDONALD | I | CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | NA | Control |
| WEERAMANTRY, ROSHAN, MAHENDRA | I | MANAGING PARTNER AND CEO | NA | Control |
| WEERAMANTRY, ROSHAN, MAHENDRA | I | MANAGING MEMBER AND CEO | NA | Control |
| WEERAMANTRY, ROSHAN, MAHENDRA | I | MANAGING PARTNER | NA | Control |
| WEERAMANTRY, ROSHAN, MAHENDRA | I | MANAGING MEMBER | NA | Control |
| OAKLEY PARTNERS LLC | DE | PARENT COMPANY | E | Control |
| OAKLEY PARTNERS LLC | DE | PARENT COMPANY | E | Control |
| OAKLEY PARTNERS LLC | DE | PARENT COMPANY | E | Control |
| OAKLEY PARTNERS LLC | DE | PARENT COMPANY | E | Control |
| OAKLEY PARTNERS LLC | DE | PARENT COMPANY | E | Control |
| OAKLEY PARTNERS LLC | DE | PARENT COMPANY | E | Control |
| OAKLEY PARTNERS LLC | DE | PARENT COMPANY | E | Control |
Registrations
Federal
IA
Sep 8, 2025 REGISTERED
Notice Filings (2)
CA SC
Address
3569 MT. DIABLO BLVD.STE 220
LAFAYETTE, CA 94549
United States
Phone: 408 314 7895