Hyperion Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$37,980,000
Clients
40
Advisors
2
of 2 employees
About
The firm provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), charitable organizations, and business entities, tailoring an Investment Policy Statement for each client and offering ongoing portfolio monitoring and model portfolios. It also directs some clients to third‑party managers and may act as a selection adviser for outside advisers.
The firm employs a mix of analytical methods — charting, fundamental, technical, cyclical, and quantitative analysis — and implements a range of strategies from long‑term holdings to more active trading, including short sales, margin transactions, and options strategies (covered, uncovered, and spreads). Clients’ accounts are managed under discretionary authority and the firm documents risk tolerances and investment guidelines in written plans.
Compared with many peers, the firm discloses several uncommon practices: principals sponsor and manage private funds (including named private fund vehicles), the adviser may receive outside compensation or commissions from the sale of certain securities, and it uses borrowing and derivative strategies in client accounts. These arrangements and potential conflicts are disclosed in the brochure and the firm notes that client approval and disclosures are sought when investments involve related parties or material financial interests.
Client services
Expertise
Fee options
$0 - $4,999,999.99: 1.35% $5,000,000 - $9,999,999.99: 1.25% $10,000,000+: 1.00%
Commissions are earned from sale of securities and mutual funds but are not the primary source of compensation.
$50 to $100 per hour
Main office
225 S Swoope Ave
Maitland FL 32751
Advisors at this office
2
Most active in
Florida
Also doing business as
Hyperion Capital Partners, LLC · Hyperion Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Chris S
Series 66
Maitland, FL
Hyperion Wealth Management, LLC
Chris Sullivan is a financial advisor with Hyperion Wealth Management, LLC, holding a Series 66 designation and 17 years of industry experience. He has held portfolio management roles at several affiliated entities, including Hyperion Decimus, LLC and Hyperion Capital Advisors, LLC, and manages digital asset funds such as Libertas Fund, LLC. Hyperion Wealth Management provides discretionary portfolio management and financial planning services to individuals, charitable organizations, and business entities, employing a variety of analytical methods and investment strategies tailored to each client’s risk tolerance and objectives. The firm also sponsors and manages private funds and may incorporate borrowing and derivative strategies in client accounts.
Matthew R
Series 66
Maitland, FL
Hyperion Wealth Management, LLC
Matthew Rosen is a financial advisor at Hyperion Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has held various roles within affiliated entities, including COO positions at Libertas Fund, LLC, a digital asset fund, and Hyperion Decimus, LLC. Outside of his advisory work, he serves as president of Gray Ghost Capital LLC, a non-investment related business focused on accounting and cash flow management. Hyperion Wealth Management provides discretionary portfolio management and financial planning to individuals, charitable organizations, and business entities. The firm utilizes a combination of analytical methods and strategies, including both long-term holdings and active trading, while also sponsoring and managing private funds.
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