ALCHEMI WEALTH, LLC
CRD #310451 SEC #801-119987 ESSEX, CT (860) 767-7500
SEC Registered
Total AUM
$234.9M
Discretionary
$234.9M
Employees
8
Clients
51
Accounts
1,055
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $234.9M | $234.9M | $0 | 8 | 0 |
| Mar 2025 | $234.9M | $234.9M | $0 | 8 | 0 |
| Dec 2024 | $209.3M | $132.9M | $76.4M | 8 | 0 |
| Jul 2024 | $209.3M | $132.9M | $76.4M | 8 | 0 |
| Feb 2024 | $209.3M | $132.9M | $76.4M | 8 | 0 |
| Dec 2023 | $174.9M | $111M | $63.8M | 7 | 0 |
| Sep 2023 | $174.9M | $111M | $63.8M | 7 | 0 |
| Jun 2023 | $174.9M | $111M | $63.8M | 7 | 0 |
| Feb 2023 | $174.9M | $111M | $63.8M | 7 | 0 |
| Jun 2022 | $173.5M | $173.5M | $0 | 7 | 0 |
| Mar 2022 | $173.5M | $173.5M | $0 | 7 | 0 |
| Mar 2021 | $107M | $67.9M | $39.1M | 7 | 0 |
| Mar 2021 | $0 | $0 | $0 | 2 | 0 |
| Feb 2021 | $0 | $0 | $0 | 2 | 0 |
| Feb 2021 | $0 | $0 | $0 | 2 | 0 |
| Nov 2020 | $0 | $0 | $0 | 2 | 0 |
| Sep 2020 | $0 | $0 | $0 | 2 | 0 |
DateApr 2025
Total AUM$234.9M
Discretionary$234.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$234.9M
Discretionary$234.9M
Non-Disc.$0
Employees8
Clients0
DateDec 2024
Total AUM$209.3M
Discretionary$132.9M
Non-Disc.$76.4M
Employees8
Clients0
DateJul 2024
Total AUM$209.3M
Discretionary$132.9M
Non-Disc.$76.4M
Employees8
Clients0
DateFeb 2024
Total AUM$209.3M
Discretionary$132.9M
Non-Disc.$76.4M
Employees8
Clients0
DateDec 2023
Total AUM$174.9M
Discretionary$111M
Non-Disc.$63.8M
Employees7
Clients0
DateSep 2023
Total AUM$174.9M
Discretionary$111M
Non-Disc.$63.8M
Employees7
Clients0
DateJun 2023
Total AUM$174.9M
Discretionary$111M
Non-Disc.$63.8M
Employees7
Clients0
DateFeb 2023
Total AUM$174.9M
Discretionary$111M
Non-Disc.$63.8M
Employees7
Clients0
DateJun 2022
Total AUM$173.5M
Discretionary$173.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$173.5M
Discretionary$173.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$107M
Discretionary$67.9M
Non-Disc.$39.1M
Employees7
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0