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| Chemistry Wealth Management LLC
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|---|---|
| CRD # | 316069 |
| SEC # | 801-122166 |
| CIK # | 0001910183 |
| AUM | 1,264.3 M (2026-03-30) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-970-8900 |
| Address | 115 Broadway New York, NY 10006 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001910183 |
| Sector | Form 13F Holdings | Value ($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 | ||
| UnitedHealth Group Inc | 7.1 | ||
| Markel Corp | 6.2 | ||
| Wellpoint Inc | 5.9 | ||
| Micron Technology Inc | 4.8 | ||
| Airbnb Inc | 4.2 | ||
| Wayfair Inc | 4.2 | ||
| Bank of America Corp /DE/ | 4.2 | ||
| Johnson & Johnson | 3.6 | ||
| Molina Healthcare Inc | 3.5 | ||
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| 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) | |
|---|---|
| Serves | Retail |
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