DBA: TWENTYTHREE ADVISORY
| Total AUM | $41.1M |
| Discretionary | $3.6M9% of AUM |
| Non-Discretionary | $37.5M |
| Client Accounts | 5 |
| Avg Account Size | $8.2M |
| Employees | 1 |
| Peak AUM | $41.1MMar 2026 |
| AUM CAGR | +27.7% /yrover 1 yrs · 4 filings |
Total AUM
$41M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $41M | +30.3% | — | — | — |
| Discretionary AUM | $4M | 88.5% | |||
| Total AUM | $41.1M |
| Discretionary | $3.6M |
| Employees | 1 |
| Client Accounts | 5 |
Address
142 WEST 57TH STREET
NEW YORK NY 10019
Phone
334-224-1791
Filing History
4 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$4M
8.8% of AUM
Non-Discretionary
$37M
91.2% of AUM
Disc. mix ▼ 91.2pp vs 1 year ago
No related registrations reported
| — |
| — |
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| Non-Disc. AUM | $37M | — | — | — | — |
| Total Accounts | 5 | +150.0% | — | — | — |
| Avg Account Size | $8M | 47.9% | — | — | — |
| Employees | 1 | 0.0% | — | — | — |
| AUM / Employee | $41M | +30.3% | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $41M | +30.3% | — | — | — |
Client Count Segments | |||||
| Individuals | 4 | +100.0% | — | — | — |