Chemistry Wealth Management LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 316069
- Registered since
- August 26, 2021
- Website
- chemistrywealth.com
- 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
FINTRXOverview
Chemistry Wealth Management LLC is an independent, owner-operated registered investment adviser formed as an LLC and SEC-registered in 2021. The firm focuses on individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. According to filings the firm does not act as a capital allocator and does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
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 Funds61%
- Exchange Traded Equities29%
- Cash & Cash Equivalents7%
- US Government Bonds3%
Owners & executives
2 of 2
Mark Chemtob
Founder and Chief Executive OfficerCRD 3099258
Cheung Chan
Chief Compliance OfficerCRD 5550197
Contacts
3 of 5
Nina Spezzaferro
Client Relationship ManagerCRD 7413330
Adenikke Soremekun
Administrative AssistantCRD 7817007
Samuel Eilbaum
Financial Planning SpecialistCRD 6811539
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 90Active vs passive
$290M in ETFs
73%
$212M
7%
$78M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM TREASURY INDEX FUND (VGSH) | Vanguard | Passive | Short Government | $64.4M | 1,107,162 | 22.23% |
Location
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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