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Derryrush Wealth

Derryrush Wealth. CRD 338575

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CRD: 338575

Derryrush Wealth

West Sayville, NY, 11796
6312754885
$25.8M Total AUM
$24.1M Disc. AUM
-- 3Y CAGR
1 Employees
31 ADV. Clients
0 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Wave unisonDelta beacon
Established Date
11-17-2025
Office Locations
1

Office Locations

93 Main Street, Suite 2C West Sayville NY

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. Services offered include Business Succession, Financial Planning, Insurance.

Team overview

46 AVG AGE
$25.8M AVG AUM / ADVISOR
$833.5K AVG AUM / CLIENT
0.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age

Insights

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Asset Classes

Optima bridge Glacier Oak wave Horizon legacy Meridian foundation

Client Personas

Prime Zenith beacon

Custodian

Crest beacon Quantum capital Element delta Capital bridge

Investment Themes

Fusion Fusion Legacy peak Vertex

Investment Vehicles

Prime Unison quantum

Services

Momentum Legacy Pioneer Matrix beacon Summit harbor Quantum summit Bridge

Technology

Radial Eagle

Owner & Executives

JAMES FRANCIS CONNOLLY

JAMES FRANCIS CONNOLLY

Chief Compliance Officer, Managing Member, President

CRD
#3156749
Ownership
75% or more
(976) 481-7633
ridge.quantum@radialcapital.com
in linkedin.com/in/north-frontier

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-16-2026
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

Total SMA Asset: $25,840,002

$25.8M Total SMA
Equity - Exchange:
18.9%
Public Funds:
21.2%
Cash:
28.6%
U.S. Government/Agency:
31.3%
Asset class Assets Assets %
Equity - Exchange $1,441,061,398 18.9%
Public Funds $1,616,428,658 21.2%
Cash $2,180,653,755 28.6%
U.S. Government/Agency $2,386,519,669 31.3%
Total $7,624,663,480 100.0%

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