Overview
Assets Under Management: $235 million
Headquarters: ESSEX, CT
High-Net-Worth Clients: 50
Average Client Assets: $2 million
Frequently Asked Questions
ALCHEMI WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310451), ALCHEMI WEALTH, LLC is subject to fiduciary duty under federal law.
ALCHEMI WEALTH, LLC is headquartered in ESSEX, CT.
ALCHEMI WEALTH, LLC serves 50 high-net-worth clients according to their SEC filing dated April 22, 2025. View client details ↓
According to their SEC Form ADV, ALCHEMI WEALTH, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
ALCHEMI WEALTH, LLC manages $235 million in client assets according to their SEC filing dated April 22, 2025.
According to their SEC Form ADV, ALCHEMI WEALTH, LLC serves high-net-worth individuals and institutional clients. View client details ↓
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