HYPERION WEALTH MANAGEMENT, LLC

Overview

Hyperion Wealth Management, LLC is a small, fee-based advisory firm that blends direct portfolio management for individuals and small businesses with manager selection and sponsor-level activity in pooled vehicles. The firm acts as a capital allocator: it constructs discretionary portfolios while also allocating to third‑party managers and acting as sponsor, general partner or managing member on pooled investment vehicles. Fee structures are mixed — percentage of AUM supplemented by hourly charges and commissionable business — which suggests the practice supports both advisory relationships and select transactional activity. Investment activity centers on public equities and exchange‑traded vehicles as the most used holdings, while the firm also sources and allocates to a range of alternatives. The advisory mandate is primarily for individual and family clients, with institutional relationships as well. Hyperion’s business model indicates a hybrid approach: direct asset management for client portfolios combined with curated access to external alternative managers and private placements when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices