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Building 2ALCHEMI WEALTH, LLC

Map pinESSEX, CT
Phone(860) 767-7500
NotebookSEC #801-119987
Total AUM
$286.9M
Employees
8
Clients
1,136

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
35 PRATT STREET
SUITE 202
ESSEX
CT 06426
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
(860) 767-7500

ReceiptFinancials

Total AUM
$286.9M
Accounts
1,136
Discretionary
$286.9M
Accounts
1,136
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,035
AUM
$143.4M
HNW Individual Clients
91
AUM
$136.5M
Pension/Profit Sharing Plan Clients
5
AUM
$4M
Charitable Organization Clients
5
AUM
$3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
CTMA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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