Hyphen Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$124,994,258
Clients
58
Advisors
3
across 2 offices
About
Hyphen Wealth Management provides portfolio management, pension consulting, and financial planning to individuals, high‑net‑worth clients, and pension/profit‑sharing plans. The firm reports approximately $125.6 million in assets under management and delivers written investment policy statements with ongoing portfolio monitoring.
The adviser typically seeks discretionary authority and tailors client portfolios using fundamental analysis, modern portfolio theory, and quantitative methods, favoring a long‑term trading approach and model allocations. It also conducts due diligence on and may refer clients to third‑party managers for portions of client assets.
The firm’s brochure discloses two atypical affiliations for a firm of its size: an affiliated insurance activity in which a supervised person is licensed to sell insurance and may receive commissions, and an affiliated attorney who may offer legal advice outside the adviser relationship. These relationships and associated conflicts are documented and disclosed, and the firm notes clients are under no obligation to purchase insurance or legal services through the firm.
Client services
Expertise
Fee options
Financial planning fees negotiated between $2,000 and $5,000
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.10% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% $10,000,001 - $20,000,000: 0.55% $20,000,001+: 0.45%
Main office
See office3569 Mt. Diablo Blvd., Ste 220
Lafayette CA 94549
Advisors at this office
2
Offices (2)
Most active in
California · South Carolina
Also doing business as
Hyphen Wealth Management · Hyphen 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Roshan W
Series 63, Series 65
Lafayette, CA
Hyphen Wealth Management
Roshan Weeramantry is a financial advisor at Hyphen Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Helium Advisors LLC, RINA Wealth Management Services LLC, and Strategic Capital Distributors. Outside of his advisory role, he is also an independent insurance agent. Hyphen Wealth Management serves individual clients, including high-net-worth households, and pension or profit-sharing plans by providing portfolio management, pension consulting, and financial planning. The firm employs a tailored investment approach based on fundamental, quantitative, and modern portfolio theory within a long-term framework, and offers access to a variety of investment types, including alternative and insurance products.
Violet H
Series 65
Lafayette, CA
Hyphen Wealth Management
Violet Hungerford is a financial advisor at Hyphen Wealth Management with a Series 65 credential and three years of industry experience. She previously worked at Helium Advisors LLC and Aprio Wealth Management, LLC. Hyphen Wealth Management serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm offers portfolio management, pension consulting, and financial planning, employing fundamental, quantitative, and modern portfolio theory within a long-term trading framework.
Cyrus A
CFA®, Series 63, Series 65
Mt. Pleasant, SC
Hyphen Wealth Management
Cyrus Amini is a CFA® charterholder with 11 years of industry experience. He is currently an advisor at Hyphen Wealth Management and has previously worked at Helium Advisors and Charlesworth & Rugg dba Highline Wealth Partners. Outside of his financial advisory role, he is also a practicing lawyer. Hyphen Wealth Management serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm offers portfolio management, pension consulting, and financial planning, using a combination of fundamental, quantitative, and modern portfolio theory within a long-term trading framework.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)