CHEMISTRY WEALTH MANAGEMENT LLC

Overview

Chemistry Wealth Management LLC is an independent registered investment adviser focused on individual and family clients. The firm, formed and SEC-registered in 2021 and organized as an LLC under individual ownership, provides financial planning and portfolio management for individuals and small businesses. Its advisory model uses a mix of percentage-of-AUM, hourly and fixed fees, and the firm does not position itself as a capital allocator or pension consultant. Investment activity shows a preference for public funds and mutual funds as core portfolio building blocks, with supplemental direct equity exposure. The firm is not an active ESG investor. From a client-services perspective, its mandate leans toward discretionary management—nearly all reported assets are managed on a discretionary basis—with an emphasis on liquidity management and diversified public-market exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices