Chemistry Wealth Management LLC

RIASEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
99% of AUM
Avg account
$642K
Accounts
1,970
Employees
11
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
316069
Registered since
August 26, 2021
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI94.66%
  • Individuals4.86%
  • Corporations / Businesses0.42%
  • Charitable Organizations0.05%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Chemistry Wealth Management LLC is an independent, owner-led registered investment adviser organized as an LLC. The firm is registered with the SEC (registered in 2021) and focuses on individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its fee arrangements include asset-based fees, hourly charges and fixed fees rather than commission-based compensation. Service offerings emphasize holistic planning and discretionary portfolio management; the firm reports it is not an active ESG investor and does not position itself as a capital allocator. Chemistry operates as a small independent RIA rather than an affiliate of a larger broker-dealer or multi-adviser network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 61%, Exchange Traded Equities 29%, Cash & Cash Equivalents 7%, US Government Bonds 3%61%
  • Public Funds/Mutual Funds61%
  • Exchange Traded Equities29%
  • Cash & Cash Equivalents7%
  • US Government Bonds3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 91

Active vs passive

$297M in ETFs

Passive

73%

$216M

Active

8%

$80.7M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD SHORT-TERM TREASURY INDEX FUND (VGSH)VanguardPassiveShort Government$65.9M1,144,54822.22%

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
115 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth