# Chemistry Wealth Management LLC

> Chemistry Wealth Management LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 316069
- Filed as: CHEMISTRY WEALTH MANAGEMENT LLC
- Also doing business as: CHEMISTRY WEALTH, CHEMISTRY WEALTH MANAGEMENT, CHEMISTRY WEALTH MGMT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316069
- AdvisorCensus page: https://advisorcensus.com/firm/chemistry-wealth-management-llc-new-york-ny-316069

## Quick answers

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

**How much does Chemistry Wealth Management LLC charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 0.85% to 2% a year (a range, as the brochure states it); Hourly rate: $300 an hour (project-based financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Chemistry Wealth Management LLC located?**
Chemistry Wealth Management LLC's principal office is in New York, NY, according to its Form ADV.

**Is Chemistry Wealth Management LLC registered with the SEC or a state?**
Chemistry Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 316069.

**How much does Chemistry Wealth Management LLC manage?**
Chemistry Wealth Management LLC reports $1,264,270,138 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (99% discretionary).

**How have Chemistry Wealth Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Chemistry Wealth Management LLC: Regulatory assets under management: $0 in the October 2021 data and $1,264,270,138 in the October 2026 data. Total employees: 10 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Chemistry Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (331); individuals (other than high net worth individuals) (227).

**Which custodians does Chemistry Wealth Management LLC use?**
Chemistry Wealth Management 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 Chemistry Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/316069

**Does Chemistry Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "Chemistry Wealth generally does not impose a minimum relationship size."

**What changed in Chemistry Wealth Management LLC's recent Form ADV filings?**
In the February 2026 filing data: Employees performing advisory functions went from 6 to 7. Regulatory assets under management went from $1,033,469,543 to $1,264,270,138 (+22%). Registered or notice-filed in CO.

## 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 March 30, 2026)

- Asset-based fee: 0.85% to 2% a year (a range, as the brochure states it)

> Investment advisory fees range from 0.85% to 2.00% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.

- Account minimum: None

> Chemistry Wealth generally does not impose a minimum relationship size.

- Hourly rate: $300 an hour (project-based financial planning services)

> For project-based engagements, fees may be charged on either an hourly or fixed fee basis. Hourly fees range up to $300 per hour.

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: $1,264,270,138
- Discretionary: $1,253,183,601
- Non-discretionary: $11,086,537

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 227 | $61,413,208 |
| High net worth individuals | 331 | $1,196,820,464 |
| Charitable organizations | Fewer than 5 | $691,073 |
| Corporations or other businesses not listed above | Fewer than 5 | $5,345,393 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 11 total, 7 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, CT, FL, GA, IL, LA, MA, NH, NJ, NM, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- chemistrywealth.com
- vimeo.com/chemistrywealth
- Facebook @markxchemtob
- Instagram @chemistrywealth
- LinkedIn @chemistrywealth
- X @chemistrywealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 10 | September 29, 2021 |
| October 2022 | $714,969,631 | 9 | March 8, 2022 |
| October 2023 | $693,234,532 | 9 | April 21, 2023 |
| October 2024 | $846,837,370 | 9 | August 6, 2024 |
| October 2025 | $1,033,469,543 | 10 | January 21, 2025 |
| October 2026 | $1,264,270,138 | 11 | March 30, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $1,264,270,138 in the October 2026 data.
Total employees: 10 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Employees performing advisory functions went from 6 to 7.
- Regulatory assets under management went from $1,033,469,543 to $1,264,270,138 (+22%).
- Registered or notice-filed in CO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Chemistry Wealth Management LLC (CRD 316069): Form ADV filing data as of October 2026.