Chemistry Wealth Management LLC

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Chemistry Wealth Management LLC
CRD #316069
SEC #801-122166
CIK #0001910183
AUM 1,264.3 M (2026-03-30)
Employees 11 (64% Investors, 0% Brokers)
Fees
Minimum
Phone212-970-8900
Address115 Broadway
New York, NY 10006
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram]
Total AUM ($M)
1300104078052026002010201520212027
Sector Form 13F Holdings Value ($M)
Alphabet Inc 39.4
Apple Inc 26.5
iShares Comex Gold Trust 26.1
Brookfield Asset Management Inc 19.0
American Express Co 17.1
Amazon Com Inc 15.4
J P Morgan Chase & Co 12.1
Facebook Inc 11.8
Alphabet Inc 9.0
Microsoft Corp 7.2
View All
Holdings by Sector ($M)
70056042028014002020202220242027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 227 61.4
(b) Individuals (high net worth individuals) 331 1,196.8
(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 0.7
(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 5.3
(n) Other 0 0.0
Total 1,970 1,264.3
By Discretionary
Discretionary 1,957 1,253.2
Non-Discretionary 13 11.1
Total 1,970 1,264.3
By Non-United States Persons
Non-United States Persons 10.7
United States Persons 1,253.5
Total 1,970 1,264.3
EDGAR Form CIK 2011 - 2026
13F-HR [0001910183]
Firm Profile (Form ADV)
ServesRetail
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