# Alchemi Wealth, LLC

> Alchemi Wealth, LLC is an SEC-registered investment advisory firm in Essex, CT, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 310451
- Filed as: ALCHEMI WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Essex, CT
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310451
- AdvisorCensus page: https://advisorcensus.com/firm/alchemi-wealth-llc-essex-ct-310451

## Quick answers

**How is Alchemi Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Alchemi Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Alchemi Wealth, LLC charge?**
Its Form ADV Part 2A brochure dated February 6, 2026 states: Hourly rate: $400 an hour (financial planning services); Flat fee: $5,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Alchemi Wealth, LLC located?**
Alchemi Wealth, LLC's principal office is in Essex, CT, according to its Form ADV.

**Is Alchemi Wealth, LLC registered with the SEC or a state?**
Alchemi Wealth, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310451.

**How much does Alchemi Wealth, LLC manage?**
Alchemi Wealth, LLC reports $286,870,000 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (100% discretionary).

**How have Alchemi Wealth, LLC's assets and staff changed since 2021?**
In the Form ADV data for Alchemi Wealth, LLC: Regulatory assets under management: $106,999,671 in the October 2021 data and $286,870,000 in the October 2026 data, up 168%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Alchemi Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,035); high net worth individuals (91); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Which custodians does Alchemi Wealth, LLC use?**
Alchemi Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Alchemi Wealth, LLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310451

**Does Alchemi Wealth, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 6, 2026 says: "Minimum Account Size: Alchemi does not have an account minimum."

**What changed in Alchemi Wealth, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $234,853,789 to $286,870,000 (+22%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 6, 2026)

- Account minimum: None

> Minimum Account Size: Alchemi does not have an account minimum.

- Hourly rate: $400 an hour (financial planning services)

> Alchemi charges a negotiable hourly fee of up to $400.00 or a negotiable fixed fee of up to $5,000.00 for financial planning services.

- Flat fee: $5,000 (financial planning services)

> Alchemi charges a negotiable hourly fee of up to $400.00 or a negotiable fixed fee of up to $5,000.00 for financial planning services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $286,870,000
- Discretionary: $286,870,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,035 | $143,370,000 |
| High net worth individuals | 91 | $136,500,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $4,000,000 |
| Charitable organizations | 5 | $3,000,000 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2020 (5 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, MA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310451

### Websites listed on Form ADV (Item 1.I)
- alchemiwealth.com
- Instagram @alchemiwealth
- LinkedIn @alchemi-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $106,999,671 | 7 | March 28, 2021 |
| October 2022 | $173,477,630 | 7 | June 1, 2022 |
| October 2023 | $174,874,621 | 7 | September 29, 2023 |
| October 2024 | $209,334,679 | 8 | July 16, 2024 |
| October 2025 | $234,853,789 | 8 | April 22, 2025 |
| October 2026 | $286,870,000 | 8 | September 14, 2026 |

Regulatory assets under management: $106,999,671 in the October 2021 data and $286,870,000 in the October 2026 data, up 168%.
Total employees: 7 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $234,853,789 to $286,870,000 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alchemi Wealth, LLC (CRD 310451): Form ADV filing data as of October 2026.