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CHEMISTRY WEALTH MANAGEMENT LLC

NEW YORK, NY · CRD 316069 · IAPD ↗ · (212) 970-8900

$1.26BRegulatory AUM
7Advisory reps
11Employees
0Clients
51-100Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
February 2026 — CHEMISTRY WEALTH MANAGEMENT LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
February 2025 — CHEMISTRY WEALTH MANAGEMENT LLC crossed $1B in regulatory AUM ($846.8M -> $1.03B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
February 2024 — CHEMISTRY WEALTH MANAGEMENT LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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