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ALCHEMI WEALTH, LLC

ESSEX, CT · CRD 310451 · IAPD ↗ · alchemiwealth.com · (860) 767-7500

$286.9MRegulatory AUM
6Advisory reps
8Employees
0Clients
51-100Planning clients
0Private funds
2States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
February 2024 — ALCHEMI WEALTH, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.