ALCHEMI WEALTH, LLC

35 Pratt Street
Suite 202
Essex, Connecticut 06426
Tel: (860) 767-7500

About ALCHEMI WEALTH, LLC

ALCHEMI WEALTH, LLC, formally registered with the SEC as ALCHEMI WEALTH, LLC. The firm was established in 12/17/2020. They have over 1 offices throughout the country.

ALCHEMI WEALTH, LLC is a Essex, Connecticut based Financial Planning firm with nearly $209,334,679 assets under management, offering retirement planning & investment advisory services to 969 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310451
SEC#	801-119987
Assets Managed by Firm	$209,334,679
No. of Clients	969
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	969	$209,334,679
Individuals (other than high net worth individuals)	466	$100,480,646
High net worth individuals	189	$40,820,262

More Retirement Planning firms in Essex, Connecticut:

Firm Name	Assets Under Management	Total Clients	Total Advisors
POINT72 ASSET MANAGEMENT, L.P. 72 Cummings Point Road Stamford, CT, 06902-7912	$172,101,281,944	15	2872
BRIDGEWATER ASSOCIATES, LP One Nyala Farms Road Westport, CT, 06880	$171,751,270,410	133	1196
AQR CAPITAL MANAGEMENT, LLC One Greenwich Plaza Suite 130, 3rd Floor Greenwich, CT, 06830	$132,541,536,421	294	573
HARTFORD INVESTMENT MANAGEMENT COMPANY One Hartford Plaza Hartford, CT, 06155	$110,207,824,026	170	296
VERITION FUND MANAGEMENT LLC One American Lane Greenwich, CT, 06831-9998	$107,251,821,000	4	524

Explore More Retirement Advisors in Essex, Connecticut

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.