The Alchemists, LLC

Overview

The Alchemists, LLC is a privately held limited liability company operating as an independent registered investment adviser at the state level. The firm is individually owned and serves both individual and family clients as well as institutional accounts. Its advisory work spans financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops; it also operates as an insurance broker. Fee arrangements include percentage-of-assets, hourly charges, and fixed fees, indicating flexibility in billing based on client needs. The firm is state-registered in Florida, Massachusetts, Rhode Island, and Vermont. ESG is not listed as an active area of focus for the firm.

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Public Holdings

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Location & Offices