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CHEMISTRY WEALTH MANAGEMENT LLC
CRD 316069File 801-122166
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.26B
Above cohort median (national)
Discretionary AUM
$1.25B
Non-discretionary $11.1M
Clients
558
1,970 accounts
Employees
11
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 26, 2021
- Principal office
- 115 BROADWAY, SUITE 1801, NEW YORK, NY, 10006
- Phone
- (212) 970-8900
- Website
- https://chemistrywealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.26B
- Discretionary AUM
- $1.25B
- Non-discretionary AUM
- $11.1M
- Discretionary accounts
- 1,957
- Non-discretionary accounts
- 13
- Total accounts
- 1,970
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $5.3M |
| Charitable organizations | Fewer than 5 | $691K |
| High net worth individuals | 331 | $1.20B |
| Individuals (other than high net worth individuals) | 227 | $61.4M |
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 individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 10 | 11 | increased by1 |
| Feb 1, 2026 | Clients | 526 | 558 | increased by32 |
| Feb 1, 2026 | AUM | $1,033,469,543 | $1,264,270,138 | increased by$230,800,595 |
| Feb 1, 2026 | Accounts | 1,817 | 1,970 | increased by153 |
| May 1, 2025 vs Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 10 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 455 | 526 | increased by71 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $714,969,631 | $1,033,469,543 | increased by$318,499,912 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,344 | 1,817 | increased by473 |
| Apr 1, 2022 | Employees | 10 | 9 | decreased by1 |
| Apr 1, 2022 | AUM | $0 | $714,969,631 | increased by$714,969,631 |
| Apr 1, 2022 | Accounts | 0 | 1,344 | increased by1,344 |
| Oct 1, 2021 | Employees | 1 | 10 | increased by9 |
| Oct 1, 2021 | Custody | No | Yes | |
| Sep 1, 2021 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CHEMISTRY WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CHEMISTRY WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.