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 that began SEC registration in 2020 and is owned by an individual. The firm serves both private clients and institutional accounts, offering financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Its billing options include asset-based fees, hourly engagement charges, and fixed-fee arrangements. According to its disclosures the firm does not position itself as an ESG-focused manager and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds20%
- State & Local Bonds10%
- Cash & Cash Equivalents10%
- US Government Bonds5%
Owners & executives
1 of 1
Steven Johnson
CEOCRD 1566648
Contacts
3 of 5
Philip Reynolds
Managing DirectorCRD 1758555
Michael Johnson
President, Co-FounderCRD 6682842
Laurie Tomlinson
Managing DirectorCRD 1055083
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
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