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| Happy Holidays!! thanks for using AUM13F!! |
| Chemistry Wealth Management LLC
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| CRD # | 316069 |
| SEC # | 801-122166 |
| CIK # | 0001910183 |
| AUM | $1.0 B (2025-01-21) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 212-970-8900 |
| Address | 111 Broadway New York, NY 10006 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 21.3 | ||
| Apple Inc | 20.9 | ||
| Alphabet Inc | 19.0 | ||
| Brookfield Asset Management Inc | 17.1 | ||
| American Express Co | 16.6 | ||
| Facebook Inc | 15.5 | ||
| Amazon Com Inc | 12.3 | ||
| J P Morgan Chase & Co | 10.9 | ||
| Microsoft Corp | 9.0 | ||
| Oracle Corp | 7.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 232 | 75.6 |
| (b) Individuals (high net worth individuals) | 294 | 953.5 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.6 |
| (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 | 3.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,817 | 1,033.5 |
| By Discretionary | ||
| Discretionary | 1,805 | 1,023.9 |
| Non-Discretionary | 12 | 9.6 |
| Total | 1,817 | 1,033.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,033.5 | |
| Total | 1,817 | 1,033.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001910183] |
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|---|---|---|
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Galilei Investment Office LLP
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1.1 | |
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Paul R RIED Financial Group LLC
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WA | 1.1 |
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SOA Wealth Advisors LLC
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NY | 1.1 |
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Cabot Wealth Management
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MA | 1.1 |
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Iron Gate Global Advisors LLC
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UT | 1.1 |
|
Columbia Asset Management LLC
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MI | 1.1 |
|
Academy Capital Management
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TX | 1.0 |
|
Banyan Tree Asset Management LLC
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|
CA | 1.0 |
|
Cohen Capital Management Inc
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|
CA | 1.0 |
|
Verus Financial Partners Inc
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|
VA | 1.0 |