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, owner-operated registered investment adviser that began SEC registration in 2020. The firm advises both individuals/families and institutional clients, offering financial planning and portfolio management for individuals, small businesses and institutions. Its fee schedule mixes percentage-of-AUM billing with hourly and fixed-fee engagements. Alchemi does not position itself as a capital allocator and reports it is not an active ESG investor.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$97.9M in ETFs
67%
$65.2M
19%
$32.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 0-3 MONTH TREASURY BILL ETF (VBIL) | Vanguard | $7.2M | 95,700 | 7.40% |
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
Similar firms
Jeffrey N. Mehler, Cfp LLC
RIAEssex, CT
Sullivan Financial, LLC
RIAEssex, CT
Brae Head, Inc.
RIAEssex, CT
Essex Financial Services, Inc.
RIAEssex, CT
Broadlight Capital Management, LLC
RIAGreenwich, CT
Greenhouse Wealth Management, LLC
RIAWestport, CT