Lafayette, CA Office
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Hyphen Wealth Management
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Firm-wide stats for Hyphen Wealth Management
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.
Based on Hyphen Wealth Management
Expertise
Based on Hyphen Wealth Management
Location
3569 Mt. Diablo Blvd., Ste 220
Lafayette CA 94549
Advisors at this office
2
Advisors at this office
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.
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