The Alchemists, LLC

Overview

The Alchemists, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm advises both individual and family clients as well as some institutional relationships. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. The firm also operates as an insurance broker and charges a mix of fee schedules—percentage of AUM, hourly fees, and fixed fees. The Alchemists is not identified as an active ESG investor and is not listed as a multi-state adviser in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices