Alchemy Wealth Management

Overview

Alchemy Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families, offering a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model includes a percentage-of-AUM charge alongside hourly and fixed-fee arrangements, reflecting flexibility for different client engagements. Filings indicate the firm does not position itself as a multi-state or capital-allocating adviser and is not identified as an active ESG investor. It is not listed as a related adviser to another firm.

Assets & Accounts

Investments & Alternatives

Location & Offices