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Derryrush Wealth Management LLC

EST. AUM
$25,840,002

CONTACTS
1

CLIENT ACCOUNTS
72

Firm Details

Metro area New York City
CRD Number 338575
Website derryrush.com
Client types

Overview

Derryrush Wealth Management LLC (“DW”) is a New York–organized limited liability company formed in March 2025 and wholly owned by its principal, James Francis Connolly. The firm provides ongoing portfolio management, pension consulting, and financial planning services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business entities. DW develops a tailored Investment Policy Statement for each client, reflecting their financial condition, tax profile, objectives, and risk tolerance. Operating as a fiduciary under both ERISA and the Investment Advisers Act of 1940, the firm emphasizes fair and equitable allocation of investment opportunities across accounts.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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