# Hyperion Wealth Management LLC

> 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.

- CRD: 321163
- Filed as: HYPERION WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 11, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/321163
- AdvisorCensus page: https://advisorcensus.com/firm/hyperion-wealth-management-llc-new-york-ny-321163

## Quick answers

**How is Hyperion Wealth Management LLC compensated?**
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.

**Where is Hyperion Wealth Management LLC located?**
Hyperion Wealth Management LLC's principal office is in New York, NY, according to its Form ADV.

**Is Hyperion Wealth Management LLC registered with the SEC or a state?**
Hyperion Wealth Management LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 321163.

**How much does Hyperion Wealth Management LLC manage?**
Hyperion Wealth Management LLC reports $1,200,000 in regulatory assets under management in its Form ADV filing dated March 11, 2024 (100% discretionary).

**Does Hyperion Wealth Management LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $1,200,000
- Discretionary: $1,200,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $1,200,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.A(2): In the past ten years, has the firm or an advisory affiliate been charged with a felony?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/321163

### Websites listed on Form ADV (Item 1.I)
- hyperionwealthmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hyperion Wealth Management LLC (CRD 321163): Form ADV filing data as of October 2026.