Alchemy Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 311022
- Website
- alchemywealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals61.56%
- HNWI38.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Alchemy Wealth Management is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include a percentage-of-AUM model plus options for hourly and fixed-fee engagements. Alchemy uses third-party managers for at least some alternative exposure rather than acting as a capital allocator itself.
Assets & Accounts
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
- Public Funds/Mutual Funds96%
- Exchange Traded Equities3%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Ryan Nelson
OwnerCRD 6597606
Grant O'bryan
Investment Adviser RepresentativeCRD 7949673
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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