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| Chemistry Wealth Management LLC
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|
|---|---|
| CRD # | 316069 |
| SEC # | 801-122166 |
| CIK # | 0001910183 |
| AUM | $846.8 MM (2024-08-06) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 212-970-8900 |
| Address | 111 Broadway New York, NY 10006 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 31.5 | |
| GOOG | 1,482,566.4 | 19.1 | |
| IAU | 13.1 | ||
| AXP | 107,077.6 | 12.1 | |
| META | 434,852.0 | 10.1 | |
| BN | 9.3 | ||
| AMZN | 1,092,997.8 | 8.9 | |
| JPM | 340,169.2 | 7.8 | |
| MSFT | 1,918,222.4 | 7.2 | |
| XOM | 385,508.3 | 5.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 233 | 88.0 |
| (b) Individuals (high net worth individuals) | 259 | 752.4 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.9 |
| (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 | 6 | 4.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,623 | 846.8 |
| By Discretionary | ||
| Discretionary | 1,609 | 838.4 |
| Non-Discretionary | 14 | 8.4 |
| Total | 1,623 | 846.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 846.8 | |
| Total | 1,623 | 846.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001910183] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Laurel Wealth Advisors LLC
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|
NC | 0.9 |
|
Southern Financial Group LLC
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AL | 0.9 |
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American Financial Advisors LLC
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GA | 0.9 |
|
Baseline Wealth Management Ltd
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0.9 | |
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Smith Brothers Financial LLC
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CT | 0.8 |
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Barton Investment Management LLC
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PA | 0.8 |
|
Geometric Wealth Advisors LLC
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DC | 0.8 |
|
Penn Davis McFarland Inc
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|
TX | 0.8 |
|
Systm Wealth Solutions LLC
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|
IL | 0.8 |
|
McGowan Group Asset Management Inc
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|
TX | 0.8 |