Hyphen Wealth Management

Overview

Hyphen Wealth Management is an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Its fee arrangement blends a percentage-of-assets model with fixed fees, and it identifies itself as a capital allocator—suggesting an emphasis on directing client capital to third‑party managers and funds. Hyphen does not describe itself as an active ESG investor and reports affiliations with a law firm and an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices