Derryrush Wealth
Firm details
- Headquarters
- West Sayville, New York
- CRD number
- 338575
- Registered since
- November 17, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI80.08%
- Individuals13.17%
- Pension & Profit Sharing Plans6.76%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Derryrush Wealth is an independently owned limited liability company operating as an SEC-registered registered investment adviser (registration noted in 2025). The firm serves both individual and family clients as well as institutional investors. It charges clients by a percentage of assets under management and also offers fixed-fee engagements. Core advisory services include financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses, and institutions, pension consulting, and investor education via seminars and workshops. The firm is not positioned as a capital allocator; instead it relies on third‑party managers and external investments for alternatives. Derryrush Wealth does not describe itself as an active ESG investor and is not registered as a multi-state adviser. The firm lists an affiliation with an insurance company as part of its industry relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- Public Funds/Mutual Funds23%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Contacts
1 of 1
James Connolly
Financial AdvisorCRD 3156749
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
West Sayville, NY
Suffolk
Location
West Sayville, NY
Headquartered in West Sayville, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Suffolk
- Address
- 93 Main St
- Time zone
- ET (UTC-5)
- Office locations
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