Chemistry Wealth Management LLC

RIASEC Registered

Total AUM

$1.3B

Discretionary

$1.3B

99% of AUM

Avg account

$642K

Accounts

1,970

Employees

Advisory reps

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

FINTRX

Overview

Chemistry Wealth Management LLC is an independent, owner-led registered investment adviser organized as an LLC. The firm is registered with the SEC (registered in 2021) and focuses on individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its fee arrangements include asset-based fees, hourly charges and fixed fees rather than commission-based compensation. Service offerings emphasize holistic planning and discretionary portfolio management; the firm reports it is not an active ESG investor and does not position itself as a capital allocator. Chemistry operates as a small independent RIA rather than an affiliate of a larger broker-dealer or multi-adviser network.