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Managing Member · Hyphen Wealth Management

Roshan M. Weeramantry

CRD 3264377 · Named on Form ADV at one SEC-registered adviser

At a glance

Hyphen Wealth Management, an SEC-registered wealth manager based in Lafayette, CA with $126 million in regulatory assets, lists Roshan M. Weeramantry on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Roshan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Cyrus M. AminiChief Compliance Officer & Chief Investment Officer, Hyphen Wealth Management

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Roshan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.