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| Happy Holidays!! thanks for using AUM13F!! |
| Alchemi Wealth LLC
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| CRD # | 310451 |
| SEC # | 801-119987 |
| CIK # | |
| AUM | $234.9 M (2025-04-22) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 860-767-7500 |
| Address | 35 Pratt Street Essex, CT 06426 |
| Source | [IAPD] [Website] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,005 | 130.8 |
| (b) Individuals (high net worth individuals) | 50 | 99.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 2.4 |
| (h) Charitable organizations | 5 | 2.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,055 | 234.9 |
| By Discretionary | ||
| Discretionary | 1,055 | 234.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,055 | 234.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 234.9 | |
| Total | 1,055 | 234.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Muirfield Wealth Advisors LLC
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|
NC | 0.2 |
|
Foronjy Financial LLC
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|
CA | 0.2 |
|
Alpha Analytics Investment Group LLC
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|
CA | 0.2 |
|
Alliance Wealth Management Partners LLC
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|
TN | 0.2 |
|
Silver Lake Capital Partners LLC
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|
TX | 0.2 |
|
Cypress Capital Wealth Management LLC
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|
MI | 0.2 |
|
Checks & Balances Inc
✚
|
GA | 0.2 |
|
Mount Vernon Associates Inc
✚
|
MD | 0.2 |
|
Kaizen Financial Strategies LLC
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|
CA | 0.2 |
|
True Vision MN LLC
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|
MN | 0.2 |