HYPERION WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 321163
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Hyperion Wealth Management LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm adopts a fee structure based on a percentage of assets under management. While it does not actively engage in ESG investing, it has carved out a niche in managing discretionary assets. Hyperion Wealth Management is not classified as a capital allocator and does not serve as a pension consultant, indicating a more personalized approach to wealth management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1Tyler Wong
Chief Compliance Officer, Investment Advisor RepresentativeCRD 7536225
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 300 W 110th St
- Time zone
- ET (UTC-5)
- Office locations
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