DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Twenty Four Wealth

No RAUM reportedDarien, ConnecticutCRD 343559SEC 801-137083websiteIAPD
Legal name Twenty Four Wealth Ria, LLC
Latest filing Sep 14, 2026
First filing on the tape Aug 31, 2026 · 2 filings
SEC status 120-day approval since Aug 14, 2026
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
12
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
31
6 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$0 as of Sep 14, 2026
Aug 31, 2026$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)6 as of Sep 14, 2026
Aug 31, 20266 then
Employees (5.A)31 as of Sep 14, 2026
Aug 31, 202631 then
Private funds: no history
Practice profile
derived from the filing of Sep 14, 2026; every figure names its basis
RAUM per advisor
$0derivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.6derivedItem 5.A over advisors
Advisors per office
6.0derived2 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed fees, subscriptionreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
Wrap fee program
participatesreportedItem 5.I
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
0reported
Financial planning clients
0reported
Wrap fee programs
$0 sponsored, $0 managedreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=15.0derived
Advisors registered through the firm
12 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Anthony Joseph TruinoCertified Financial PlannerDarien, CtAug 31, 202627 y4
James Ellis CahnDarien, CtAug 31, 202624 y3
Michael J CarbinoCertified Financial Planner, Chartered Financial ConsultantDarien, CtAug 31, 202623 y3
Joseph D PeriDarien, CtAug 31, 202622 y1
Madison LeeDarien, CtAug 31, 202611 y1
John Thomas DoughertyDarien, CtAug 31, 202638 y3
Chiraag KirpalaniDarien, CtAug 31, 202611 y5
Christopher ZapataCertified Financial Planner, Chartered Financial ConsultantDarien, CtAug 31, 202610 y3
Ryan James HunterCertified Financial Planner, Chartered Financial ConsultantDarien, CtAug 31, 202610 y2
Joseph Robert VigerCertified Financial PlannerDarien, CtAug 31, 202613 y4
Maria A BjornsonDarien, CtAug 31, 202611 y4
Justin WidomskiDarien, CtAug 31, 202610 y2
Advisor movement
0 left, 12 joined in 12 months
net +12 in 12 months0 left in 90 days12 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Joined, latest
    Every departureEvery arrival
    Teams: two or more advisors moving together within fourteen days, from one state
      Teams outTeams in
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      No Schedule A on the extract for this adviser.
      Related persons
      Schedule D 7.A
      No related person reported.
      Office movement
      IAPD branch city; joins and departures in 12 months
      OfficeAdvisorsJoinedLeftTeams outForming
      Darien, Ct · principal12120
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Financial planning clients · 0 to 0
        Aug 31, 2026 to Sep 14, 2026
      • Succession · false to unset
        Aug 31, 2026 to Sep 14, 2026
      Signals
      3 dated events
      • 9 advisors left Stratos Wealth Partners, LTD (Darien, CT) for Twenty Four Wealth on the same day
        Sep 3, 2026 · Team lift-out · derived
      • 2 advisors left Stratos Wealth Partners, LTD (Bedford, NH) for Twenty Four Wealth on the same day
        Sep 3, 2026 · Team lift-out · derived
      • 2 advisors left Stratos Wealth Partners, LTD (New York, NY) for Twenty Four Wealth on the same day
        Sep 3, 2026 · Team lift-out · derived
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Business email
      info@twentyfourwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
      Business email
      miked@twentyfourwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
      Business email
      adriana@twentyfourwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
      Business email
      alicia@twentyfourwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
      Business email
      april@twentyfourwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
      Business email
      brendan@twentyfourwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
      Business email
      ccastellanos@twentyfourwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
      Business email
      dawn@twentyfourwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
      Business email
      linda@twentyfourwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
      Business email
      matt@twentyfourwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
      Business email
      mfalcone@twentyfourwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
      Business email
      mrobinson@twentyfourwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      No RAUM reportedderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026