Derryrush Wealth

RIASEC RegisteredEst. 2025
Total AUM
$25.8M
Discretionary
$24.1M
93% of AUM
Avg account
$359K
Accounts
72
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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

Asset composition

Asset composition: Exchange Traded Equities 72%, Public Funds/Mutual Funds 23%, Cash & Cash Equivalents 4%, US Government Bonds 1%72%
  • Exchange Traded Equities72%
  • Public Funds/Mutual Funds23%
  • Cash & Cash Equivalents4%
  • US Government Bonds1%

Contacts

1 of 1
  • James Connolly

    James Connolly

    Financial AdvisorCRD 3156749

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

FINTRX

Location

Primary office

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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