← Back to searchVisit website
ALCHEMI WEALTH, LLC
CRD 310451 · SEC 801-119987
35 PRATT STREET, SUITE 202, ESSEX, CT, 06426, United States
Phone
(860) 767-7500
Fax
(959) 265-8149
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$286.9M
Discretionary AUM
$286.9M
Team
8 total employees; 6 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1035 | $143.4M |
| High net worth individuals | 91 | $136.5M |
| Pension/profit sharing plans | 5 | $4.0M |
| Charitable organizations | 5 | $3.0M |
States served
MA, CT
All web addresses on file
Official SEC filing: View on IAPD