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Alpha Beta Gamma Wealth Management
Alpha Beta Gamma Wealth Management is a family office founded by Curtis Lee Lyman in West Palm Beach, FL, acquired by Twenty Four Wealth Management.
Alpha Beta Gamma Wealth Management
Alpha Beta Gamma Wealth Management is a wealth management firm. They craft spaces that prioritize design integrity, spatial intelligence, and enduring quality. Their focus areas include residential real estate, luxury properties, and urban living developments.
General information
Firm type
Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
West Palm Beach
Corporate office
West Palm Beach, FL, United States
Principals
Curtis Lee Lyman
Founder and Managing Director
Tony Truino
CEO of Twenty Four Wealth Management
Jeff Concepcion
CEO of Stratos Wealth Partners
Sector focus
Frequently asked questions
Who founded Alpha Beta Gamma Wealth Management?
Curtis Lee Lyman is the founder and Managing Director of Alpha Beta Gamma Wealth Management. He established the firm as a family office in West Palm Beach, Florida, though the founding year is not publicly disclosed (per public record).
How is Alpha Beta Gamma structured — is it still independent?
Alpha Beta Gamma Wealth Management was acquired by Twenty Four Wealth Management, led by CEO Tony Truino. It now operates under Stratos Wealth Partners, which is run by CEO Jeff Concepcion. This places Alpha Beta Gamma within a larger multi-family office and RIA platform (per Altss research).
What philanthropic activities does Alpha Beta Gamma support?
The firm supports the Foundation for Financial Planning, a nonprofit that provides pro bono financial planning to underserved populations. It also has a corporate sponsorship and supporter role with Keep Sedona Beautiful, an environmental organization based in Arizona (per Altss research).
What is the investment focus of Alpha Beta Gamma Wealth Management?
Public details on the firm's investment strategy are limited. Based on its classification as a family office and West Palm Beach location, the firm likely allocates across traditional wealth management instruments, though no specific portfolio holdings or direct investments have been confirmed in public sources.
Is Alpha Beta Gamma open to outside investors?
There is no public indication that Alpha Beta Gamma Wealth Management accepts outside capital. It is structured as a family office, which typically manages wealth for a single family or principal, and was acquired by a larger wealth management firm — not a fund that raises external capital.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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