{ "crd_number": 277141, "slug": "hyperion-wealth-management-llc-maitland-fl-277141", "primary_business_name": "HYPERION WEALTH MANAGEMENT, LLC", "legal_name": "HYPERION WEALTH MANAGEMENT, LLC", "dbas": [], "city": "Maitland", "state": "FL", "country": "United States", "cbsa_code": "36740", "metro": { "cbsa_code": "36740", "common_name": "Orlando", "msa_name": "Orlando-Kissimmee-Sanford, FL", "path": "/advisors/fl/orlando" }, "registration_type": "state", "registration_status": "APPROVED", "registration_date": "2015-10-06", "years_registered": 10, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 63980000.0, "raum_discretionary": 63980000.0, "raum_non_discretionary": 0.0, "raum_band": "25m_100m", "raum_band_label": "$25 million to $100 million", "total_employees": 2, "advisory_employees": 1, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "other": { "raum": 0.0, "count": 0 }, "charitable": { "raum": 0.0, "count": 0 }, "individuals": { "raum": 2500000.0, "count": 10 }, "banking_thrift": { "raum": 0.0, "count": 0 }, "state_municipal": { "raum": 0.0, "count": 0 }, "insurance_companies": { "raum": 0.0, "count": 0 }, "investment_companies": { "raum": 0.0, "count": 0 }, "pension_profit_sharing": { "raum": 0.0, "count": 0 }, "other_investment_advisers": { "raum": 0.0, "count": 0 }, "high_net_worth_individuals": { "raum": 35480000.0, "count": 30 }, "pooled_investment_vehicles": { "raum": 0.0, "count": 0 }, "corporations_other_businesses": { "raum": 26000000.0, "count": 4, "fewer_than_5": true }, "business_development_companies": { "raum": 0.0, "count": 0 }, "sovereign_wealth_foreign_official": { "raum": 0.0, "count": 0 } }, "compensation_types": [ "commissions", "hourly", "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 1, "states_registered": [ "FL" ], "websites": [ "https://hyperionwm.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/277141", "disclosure_items": [ { "item": "11.A(2)", "question": "In the past ten years, has the firm or an advisory affiliate been charged with a felony?" } ], "city_as_filed": "MAITLAND", "url": "https://advisorcensus.com/firm/hyperion-wealth-management-llc-maitland-fl-277141", "display_name": "Hyperion Wealth Management, LLC", "summary": "Hyperion Wealth Management, LLC is a state-registered investment advisory firm in Maitland, FL, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Hyperion Wealth Management, LLC (CRD 277141): Form ADV filing data as of October 2026.", "registration_type_label": "State-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Commissions" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Hyperion Wealth Management, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Hyperion Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; commissions." }, { "q": "Where is Hyperion Wealth Management, LLC located?", "a": "Hyperion Wealth Management, LLC's principal office is in Maitland, FL, according to its Form ADV." }, { "q": "Is Hyperion Wealth Management, LLC registered with the SEC or a state?", "a": "Hyperion Wealth Management, LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 277141." }, { "q": "How much does Hyperion Wealth Management, LLC manage?", "a": "Hyperion Wealth Management, LLC reports $63,980,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)." }, { "q": "What types of clients does Hyperion Wealth Management, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (30); individuals (other than high net worth individuals) (10); corporations or other businesses not listed above (4)." }, { "q": "Does Hyperion Wealth Management, LLC report any disciplinary disclosures?", "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.A(2) (felony charge in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/277141" } ], "filing_history": [], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/hyperion-wealth-management-llc-maitland-fl-277141.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 10, "fewer_than_5": false, "raum": 2500000.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 30, "fewer_than_5": false, "raum": 35480000.0 }, { "type": "banking_thrift", "label": "Banking or thrift institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "investment_companies", "label": "Investment companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "business_development_companies", "label": "Business development companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "sovereign_wealth_foreign_official", "label": "Sovereign wealth funds and foreign official institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 4, "fewer_than_5": true, "raum": 26000000.0 }, { "type": "other", "label": "Other", "count": 0, "fewer_than_5": false, "raum": 0.0 } ], "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/277141", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }