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Cyrus Mcdonald Amini

Investment adviser representative at Hyphen Wealth Management
12 yearsExperience
1 stateRegistered in
CFADesignation
$125.6MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. Hyphen Wealth ManagementAug 2025 to now
  2. Helium AdvisorsJul 2022 to Jul 2025
  3. Charlesworth & Rugg dba Highline Wealth PartnersJan 2014 to Jul 2022

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006
  • Series 65 · Uniform Investment Adviser Law2013

State registrations

Registered as an investment adviser representative in 1 state (SC).

Hyphen Wealth Management

Legal name: Hyphen Wealth Management LLC

$125.6MAssets managed
59Clients
3Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5216207
Firm CRD
338134
Advisor's SEC record (opens in a new tab)
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