ALCHEMI WEALTH, LLC
other names
- ALCHEMI WEALTH, LLC
Adviser Profile
| Registration status | Registration Changed to ALCHEMI WEALTH, LLC |
| As of Date | 09/18/2020 |
| ADV Location | BOSTON, MA, United States |
| Adviser Type - Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days | |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| AUM* | 0 |
| of that, discretionary | 0 |
| Private Fund GAV* | 0 |
| SMA’s | No |
| Private Funds | 0 |
Client Types
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
2020
Private Funds
No private funds