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| Alchemi Wealth LLC
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|---|---|
| CRD # | 310451 |
| SEC # | 801-119987 |
| CIK # | 0002110606 |
| AUM | 286.9 M (2026-02-06) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 860-767-7500 |
| Address | 35 Pratt Street Essex, CT 06426 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 25.7 | ||
| Nvidia Corp | 8.0 | ||
| Amazon Com Inc | 5.5 | ||
| Microsoft Corp | 4.7 | ||
| BlackRock Science & Technology Trust | 4.2 | ||
| Tesla Motors Inc | 3.4 | ||
| Alphabet Inc | 3.4 | ||
| Facebook Inc | 3.2 | ||
| Netflix Inc | 2.7 | ||
| DNP Select Income Fund Inc | 2.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,035 | 143.4 |
| (b) Individuals (high net worth individuals) | 91 | 136.5 |
| (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 | 4.0 |
| (h) Charitable organizations | 5 | 3.0 |
| (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 | 1,136 | 286.9 |
| By Discretionary | ||
| Discretionary | 1,136 | 286.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,136 | 286.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 286.9 | |
| Total | 1,136 | 286.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002110606] | |
| SC 13G | [0002110606] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Alchemi Wealth LLC | WisdomTree Trust | [2026-04-30] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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