ALCHEMI WEALTH, LLC
SEC RegisteredSecure Your Legacy — Innovation Meets Wealth Management
About the firm
Alchemi Wealth offers a personalized approach that transforms traditional financial strategies into dynamic solutions tailored to clients' unique goals. Their mission is to alleviate the stress associated with financial planning by offering tailored strategies that address unique needs, guiding clients with expertise and care toward achieving their financial aspirations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Making a financial plan (designing a roadmap to support retirement goals and lifestyle expectations), leaving a legacy (structuring legacy plans and gift-giving strategies), and investment (crafting diversified portfolios aligned with financial goals and risk tolerance).
Who they serve
Young professionals just getting started, families planning for the future, and pre-retirees and retirees.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,035 | $143M |
| High Net Worth Individuals | 91 | $137M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 5 | $4.0M |
| State/Municipal Entities | 5 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $499,999 | 1.50% |
| $500,000 to $2,499,999 | 1.25% |
| $2,500,000 to $4,999,999 | 1.00% |
| $5,000,000 and above | 0.75% |
Data as of February 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ALCHEMI WEALTH, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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