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ALCHEMI WEALTH, LLC
CRD 310451File 801-119987
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Feb 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$286.9M
Below cohort median (national)
Discretionary AUM
$286.9M
Clients
1,136
1,136 accounts
Employees
8
Bottom 25% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Dec 17, 2020
- Principal office
- 35 PRATT STREET, SUITE 202, ESSEX, CT, 06426
- Phone
- (860) 767-7500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $286.9M
- Discretionary AUM
- $286.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,136
- Non-discretionary accounts
- 0
- Total accounts
- 1,136
- AUM per client
- $253K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $3.0M |
| High net worth individuals | 91 | $136.5M |
| Pension and profit sharing plans | 5 | $4.0M |
| Individuals (other than high net worth individuals) | 1,035 | $143.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.