|
⚲
|
| Alchemi Wealth LLC
✚
|
|
|---|---|
| CRD # | 310451 |
| SEC # | 801-119987 |
| CIK # | |
| AUM | $174.9 MM (2023-02-09) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 860-918-2143 |
| Address | 9A Novelty Lane Essex, CT 06426 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 394 | 84.0 |
| (b) Individuals (high net worth individuals) | 154 | 24.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 250 | 62.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 13 | 2.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 8 | 1.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 816 | 174.9 |
| By Discretionary | ||
| Discretionary | 518 | 111.0 |
| Non-Discretionary | 298 | 63.8 |
| Total | 816 | 174.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 174.9 | |
| Total | 816 | 174.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Lumin Financial LLC
✚
|
MI | 0.2 |
|
AFG Fiduciary Services Limited Partnership
✚
|
MA | 0.2 |
|
Values First Advisors Inc
✚
|
TN | 0.2 |
|
1492 Capital Management LLC
✚
|
WI | 0.2 |
|
Sutterfield Financial Group Inc
✚
|
OK | 0.2 |
|
The Aranda Group Advisors LLC
✚
|
PA | 0.2 |
|
Novus Advisors LLC
✚
|
SC | 0.2 |
|
Lantern Wealth Advisors LLC
✚
|
NY | 0.2 |
|
Kachkovsky & Fisher Inc
✚
|
CA | 0.2 |
|
Mendel Capital Management LLC
✚
|
AR | 0.2 |