Hyperion Wealth Management, LLC

Hyperion Wealth Management, LLC (CRD# 277141) is a financial advisory firm headquartered in Winter Park, FL. They manage $30,000,000 in 110 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $272,727
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Hyperion Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kevin M. Joyce
CRD#: 5664553
270 W New England Ave, Winter Park, FL 32789
90
Wealthminder
score

Kevin Joyce (CRD# 5664553) is an Investment Advisor Representative working at Hyperion Wealth Management, LLC in Winter Park, FL and has over 5 years of experience in the finance industry.

2
Matthew A. Rosen
CRD#: 6020989
270 W New England Ave, Winter Park, FL 32789
90
Wealthminder
score

Matthew Rosen (CRD# 6020989) is an Investment Advisor Representative working at Hyperion Wealth Management, LLC in Winter Park, FL and has over 5 years of experience in the finance industry.

3
Chris M. Sullivan
CRD#: 5484651
270 W New England Ave, Winter Park, FL 32789
48
Wealthminder
score

Chris Sullivan (CRD# 5484651) is an Investment Advisor Representative working at Hyperion Wealth Management, LLC in Winter Park, FL and has over 9 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.