Twenty Four Wealth
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Anthony Truino
Founder and CEOCRD 3276609

John Dougherty
Founder & CFOCRD 4870041

Ryan Hunter
COOCRD 6622920
Contacts
3 of 10
James Cahn
Private Wealth AdvisorCRD 4533552

Joseph Viger
Financial Planning AssociateCRD 6805062

Monica Coles
Senior Compliance ConsultantCRD 5445069
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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