Overview
Assets Under Management: $235 million
Headquarters: ESSEX, CT
High-Net-Worth Clients: 50
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.45
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,055
Discretionary Accounts: 1,055
Regulatory Filings
CRD Number: 310451
Filing ID: 1981703
Last Filing Date: 2025-04-22 14:37:00
Website: https://alchemiwealth.com