Updated:
Alpha Beta Gamma Wealth Management
Alpha Beta Gamma Wealth Management began operations in 2005. Curt Lyman led the firm as CEO through its final years. The firm directed client assets into...
Alpha Beta Gamma Wealth Management
Alpha Beta Gamma Wealth Management began operations in 2005. Curt Lyman led the firm as CEO through its final years. The firm directed client assets into public equities, fixed income, insurance products and estate structures. No named portfolio holdings appear in available records. Activity remained concentrated in North America. The firm maintained a single office in Palm Beach Gardens. On March 12 2025 Twenty Four Wealth Management acquired the practice, bringing the buyer's total AUM above $1.1 billion. The acquisition transferred client relationships and fiduciary responsibilities to an affiliate of Stratos Wealth Partners and LPL Financial.
General information
Firm type
Multi Family Office
Year founded
2005
Location
Region
North America
Country
United States
City
Palm Beach Gardens
Corporate office
Palm Beach Gardens, FL, United States
Principals
Curt Lyman
CEO
Sector focus
Frequently asked questions
Who ran investment decisions at Alpha Beta Gamma Wealth Management?
Curt Lyman served as CEO until the March 2025 acquisition.
What asset classes did the firm use?
Public markets, insurance products and estate vehicles formed the core allocation mix.
Was the firm a single or multi-family office?
Records identify it as a multi-family office serving multiple affluent families through an RIA platform.
Where was the firm headquartered?
Palm Beach Gardens, Florida.
What happened to the firm in 2025?
Twenty Four Wealth Management acquired Alpha Beta Gamma Wealth Management on March 12 2025.
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