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ALCHEMI WEALTH, LLC
ALCHEMI WEALTH, LLC
ESSEX, Connecticut
·
4 registered advisors
·
CRD# 310451
SEC# 801-119987
0
(860) 767-7500
01
Firm Overview
AUM
$209M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at ALCHEMI WEALTH, LLC
4 registered advisors
Michael Steven Johnson
ESSEX, Connecticut
CRD# 6682842
Philip Yao
ESSEX, Connecticut
CRD# 6972784
Reece Laflamme
ESSEX, Connecticut
CRD# 6972775
Steven John Johnson
ESSEX, Connecticut
CRD# 1566648
05
Office Locations
ESSEX, Connecticut
4 advisors
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Data sourced from SEC Form ADV filings. ALCHEMI WEALTH, LLC (CRD# 310451) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.