Hyperion Wealth Management LLC

Hyperion Wealth Management LLC is an investment management firm that offers discretionary asset management and financial planning and consulting, reporting roughly $1 million in assets under management and no formal account minimum. Its services include ongoing portfolio monitoring and written financial plans that address goals, cash flow, retirement strategy, tax reduction, estate preservation and comprehensive risk management.

The firm operates with discretionary trading authority and describes a multi‑disciplinary investment process that uses fundamental, technical, charting and cyclical analysis, with strategies ranging from long‑term holdings to trading and option writing (including covered calls). Account reviews are performed at least quarterly with attention to target allocations, rebalancing and tax‑loss harvesting, and clients may impose written investment restrictions.

Compared with many peers in its registration category, the firm’s ADV discloses a 2019 criminal charge that was subsequently reclassified to a non‑criminal disorderly conduct violation and completed interim probation, a disclosure event that is uncommon among investment managers. The brochure also highlights services (estate preservation and tax‑reduction planning) that align with high‑net‑worth needs—an atypical client focus for firms in this category—and notes operational features such as a single principal responsible for compliance and the firm’s policy of not voting client proxies.