Twenty Four Wealth

RIASEC RegisteredEst. 2026
Total AUM
—
Avg account
$0
Accounts
0
Employees
31
Advisory reps
13

Firm details

Headquarters
Darien, Connecticut
CRD number
343559
Registered since
August 14, 2026
Fee structure
Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Twenty Four Wealth is organized as a limited liability company and is a newly registered SEC adviser (registered in 2026). The firm identifies as a capital allocator and lists a mix of advisory services including financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, selection of other advisers, and delivery of educational seminars and workshops. Its stated fee arrangements are flexible and include asset-based fees, hourly billing, subscription pricing, and fixed fees. The firm does not describe itself as an active ESG investor and is not a multi-state adviser. It notes an industry affiliation with an accountant. Although the firm includes pension consulting among its advertised advisory services, it is not otherwise classified as a pension consultant in the registration snapshot.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Anthony Truino

    Anthony Truino

    Founder and CEOCRD 3276609

  • John Dougherty

    John Dougherty

    Founder & CFOCRD 4870041

  • Ryan Hunter

    Ryan Hunter

    COOCRD 6622920

Contacts

3 of 10
  • James Cahn

    James Cahn

    Private Wealth AdvisorCRD 4533552

  • Joseph Viger

    Joseph Viger

    Financial Planning SupportCRD 6805062

  • Monica Coles

    Monica Coles

    Senior Compliance ConsultantCRD 5445069

Unlock 7 more contacts →

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Darien, CT

Fairfield

Location

Darien, CT

Headquartered in Darien, CT, 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
Fairfield
Address
320 Boston Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth