{
  "crd_number": 321163,
  "slug": "hyperion-wealth-management-llc-new-york-ny-321163",
  "primary_business_name": "HYPERION WEALTH MANAGEMENT LLC",
  "legal_name": "HYPERION WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2022-04-29",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2024-03-11",
  "carried_forward": false,
  "raum_total": 1200000.0,
  "raum_discretionary": 1200000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 1200000.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "NY"
  ],
  "websites": [
    "https://hyperionwealthmanagement.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/321163",
  "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": "NEW YORK",
  "url": "https://advisorcensus.com/firm/hyperion-wealth-management-llc-new-york-ny-321163",
  "display_name": "Hyperion Wealth Management LLC",
  "summary": "Hyperion Wealth Management LLC is a state-registered investment advisory firm in New York, NY, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 11, 2024.",
  "citation": "AdvisorCensus. Hyperion Wealth Management LLC (CRD 321163): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "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. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Hyperion Wealth Management LLC located?",
      "a": "Hyperion Wealth Management LLC's principal office is in New York, NY, 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 2022. Status as filed: APPROVED. CRD 321163."
    },
    {
      "q": "How much does Hyperion Wealth Management LLC manage?",
      "a": "Hyperion Wealth Management LLC reports $1,200,000 in regulatory assets under management in its Form ADV filing dated March 11, 2024 (100% discretionary)."
    },
    {
      "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/321163"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/hyperion-wealth-management-llc-new-york-ny-321163.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 1200000.0
    }
  ],
  "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/321163",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}