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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-17-2025
- Office Locations
- 1
Office Locations
About Derryrush Wealth
Derryrush Wealth is a West Sayville-based RIA. The firm has been operating for 0 years. Managing $25.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 93.2% is discretionary and 6.8% is non-discretionary.
The firm reports 1 advisory representatives and 31 clients, or 31 clients per representative. That equates to $833.5K in reported AUM per client.
The profile lists 1 reported office location. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
- Investment Themes
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Owner & Executives
JAMES FRANCIS CONNOLLY
Chief Compliance Officer, Managing Member, President
- CRD
- #3156749
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,094,248 | $339,356 |
| Non-Discretionary | $1,745,754 | $1,745,754 |
| Total | $25,840,002 | $358,889 |
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Separately Managed Accounts
SMA allocation detail is available
Derryrush Wealth has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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