Hyperion Wealth Management, LLC logo

Hyperion Wealth Management, LLC

Updated today

Client assets under management

$37,980,000

Clients

40

75% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

20

Very Low

Average account size

$949,500

About

The firm provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), charitable organizations, and business entities, tailoring an Investment Policy Statement for each client and offering ongoing portfolio monitoring and model portfolios. It also directs some clients to third‑party managers and may act as a selection adviser for outside advisers.

The firm employs a mix of analytical methods — charting, fundamental, technical, cyclical, and quantitative analysis — and implements a range of strategies from long‑term holdings to more active trading, including short sales, margin transactions, and options strategies (covered, uncovered, and spreads). Clients’ accounts are managed under discretionary authority and the firm documents risk tolerances and investment guidelines in written plans.

Compared with many peers, the firm discloses several uncommon practices: principals sponsor and manage private funds (including named private fund vehicles), the adviser may receive outside compensation or commissions from the sale of certain securities, and it uses borrowing and derivative strategies in client accounts. These arrangements and potential conflicts are disclosed in the brochure and the firm notes that client approval and disclosures are sought when investments involve related parties or material financial interests.

Client services

Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Private / alternative investments Active portfolio management Annuities

Fee options

Percentage

$0 - $4,999,999.99: 1.35% $5,000,000 - $9,999,999.99: 1.25% $10,000,000+: 1.00%

Commissions

Commissions are earned from sale of securities and mutual funds but are not the primary source of compensation.

Project-based

$50 to $100 per hour

Main office location

Hyperion Wealth Management, LLC

225 S Swoope Ave

Maitland FL 32751, United States

Number of offices

1

Most active in

Florida

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Chris S

Series 66

Maitland, FL

Hyperion Wealth Management, LLC

Chris Sullivan is a financial advisor with Hyperion Wealth Management, LLC, holding a Series 66 designation and 17 years of industry experience. He has held portfolio management roles at several affiliated entities, including Hyperion Decimus, LLC and Hyperion Capital Advisors, LLC, and manages digital asset funds such as Libertas Fund, LLC. Hyperion Wealth Management provides discretionary portfolio management and financial planning services to individuals, charitable organizations, and business entities, employing a variety of analytical methods and investment strategies tailored to each client’s risk tolerance and objectives. The firm also sponsors and manages private funds and may incorporate borrowing and derivative strategies in client accounts.

Options & derivatives strategies Private / alternative investments Active portfolio management Annuities
user avatar

Matthew R

Series 66

Maitland, FL

Hyperion Wealth Management, LLC

Matthew Rosen is a financial advisor at Hyperion Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has held various roles within affiliated entities, including COO positions at Libertas Fund, LLC, a digital asset fund, and Hyperion Decimus, LLC. Outside of his advisory work, he serves as president of Gray Ghost Capital LLC, a non-investment related business focused on accounting and cash flow management. Hyperion Wealth Management provides discretionary portfolio management and financial planning to individuals, charitable organizations, and business entities. The firm utilizes a combination of analytical methods and strategies, including both long-term holdings and active trading, while also sponsoring and managing private funds.

Options & derivatives strategies Private / alternative investments Active portfolio management Annuities
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