Alchemi Wealth, LLC
Firm details
- Headquarters
- Essex, Connecticut
- CRD number
- 310451
- Registered since
- December 17, 2020
- Website
- www.alchemiwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals49.98%
- HNWI47.58%
- Pension & Profit Sharing Plans1.39%
- Charitable Organizations1.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Alchemi Wealth, LLC is an independent registered investment adviser formed in 2020 and owned by an individual. The firm serves both individual and family clients alongside institutional relationships. Its core advisory services are financial planning and portfolio management for individuals/small businesses as well as for businesses or institutions. Fee arrangements include a percentage-of-AUM model plus options for hourly and fixed-fee engagements. The firm signals a preference for equity exposure and does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds23%
- Cash & Cash Equivalents10%
- State & Local Bonds8%
- US Government Bonds5%
Owners & executives
1 of 1
Steven Johnson
CEOCRD 1566648
Contacts
3 of 5
Michael Johnson
President, Co-FounderCRD 6682842
Laurie Tomlinson
Managing DirectorCRD 1055083
Philip Reynolds
Managing DirectorCRD 1758555
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$93.9M in ETFs
68%
$64.2M
20%
$29.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| COLUMBIA RESEARCH ENHANCED CORE ETF (RECS) | Passive | Large Blend | $5.1M | 118,445 | 5.46% |
Location
Essex, CT
Middlesex
Location
Essex, CT
Headquartered in Essex, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- Middlesex
- Address
- 35 Pratt St
- Time zone
- ET (UTC-5)
- Office locations
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