Alchemi Wealth provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 51–100 clients last fiscal year.
Alchemi Wealth reports 1,136 clients. They include 1,035 individual clients, 91 high-net-worth individuals, and 5 pension and profit-sharing plans. Of its assets, 100.0% ($287M across 1,136 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 91% | 50% |
| High-net-worth individuals | 8% | 48% |
| Pension and profit-sharing plans | <1% | 1% |
| Charitable organizations | <1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,035 | $143M | 50.0% | $139K |
| High-net-worth individuals | 91 | $137M | 47.6% | $1.5M |
| Pension and profit-sharing plans | 5 | $4M | 1.4% | $800K |
| Charitable organizations | 5 | $3M | 1.0% | $600K |
| Total | 1,136 | $287M | 100% | $253K |
- Clients
- 1,035
- Regulatory AUM
- $143M
- AUM share
- 50.0%
- Avg. per client
- $139K
- Clients
- 91
- Regulatory AUM
- $137M
- AUM share
- 47.6%
- Avg. per client
- $1.5M
- Clients
- 5
- Regulatory AUM
- $4M
- AUM share
- 1.4%
- Avg. per client
- $800K
- Clients
- 5
- Regulatory AUM
- $3M
- AUM share
- 1.0%
- Avg. per client
- $600K
Total
- Clients
- 1,136
- Regulatory AUM
- $287M
- AUM share
- 100%
- Avg. per client
- $253K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Alchemi Wealth charges 0.75%–1.50% a year for its Investment Management Services. The fee is billed in advance or in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is a negotiable hourly fee of up to $400 or a negotiable fixed fee of up to $5,000, depending on scope.
Steven Johnson owns 50% to 75% of Alchemi Wealth. It has 8 employees, 6 of them in advisory roles.
Leadership
- Steven JohnsonOwner/Managing Member/CCO
- Michael JohnsonOwner/Managing Member
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
- Michael Steven Johnson
- Steven John Johnson
- Stephen Gregory Jordan
- Bryan Dean Murphy
- Philip Bartow Reynolds
- Laurie Ann Tomlinson
Staff
- 8 employees
- 6 in advisory functions
- 6 state-registered reps
- 4 insurance agents
- Owns 50% to 75% of Alchemi Wealth, LLC
Steven Johnson
Control person · since January 2019
- Owns 25% to 50% of Alchemi Wealth, LLC
Michael Johnson
Control person · since January 2019
Alchemi Wealth’s regulatory assets grew 2.7× from $107M (March 2021) to $287M (September 2026); clients rose from 172 to 1,136 and employees from 7 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $287M | 1,136 | 8 | 1 |
| April 2025 | $235M | 1,065 | 8 | 1 |
| July 2024 | $209M | 969 | 8 | 1 |
| June 2023 | $175M | 819 | 7 | 2 |
| June 2022 | $173M | 794 | 7 | 2 |
| March 2021 | $107M | 172 | 7 | 2 |
Besides its headquarters, Alchemi Wealth has 0 offices, with 1 listed address in Connecticut.
Connecticut · 1 listed address
- 35 Pratt Street, Suite 202, EssexHQ
Contact and registration details
- Legal name
- Alchemi Wealth, LLC
- Headquarters
- 35 Pratt Street, Suite 202, Essex, CT 06426
- Website
- alchemiwealth.com
- Phone
- 860-767-7500
- @alchemi-wealth-management
- SEC file
- 801-119987
- Structure
- Connecticut LLC
- Fiscal year end
- December
Alchemi Wealth uses Charles Schwab ($278M) as custodian for its separately managed accounts. Alchemi Wealth has custody of $116M in client assets for 606 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $278M100%
At year end, Alchemi Wealth’s separately managed accounts were mostly in stocks (50%) and funds (23%). Its reported 13F holdings for the quarter ended 30 June 2026 total $213M across 168 positions; the largest are Apple Inc. (13.5%), Nvidia Corporation (4.2%) and Amazon Com Inc. (3.0%).
What the accounts hold
- Stocks50%
- Funds23%
- Bonds18%
- State and local bonds8%
- U.S. government and agency bonds5%
- Investment grade corporate bonds5%
- Cash10%
Reported 13F holdings
- $213M
- Reported 13F value
- 168
- Positions
- 36.7%
- In the 10 largest
- +18.4%
- Value vs. prior quarter
- Apple Inc.13.5%
- Nvidia Corporation4.2%
- Amazon Com Inc.3.0%
- Blackrock Science & Technolo2.7%
- Columbia ETF TR I · Resh Enhnc Cor2.4%
- State Str SPDR S&P 500 ETF T · TR Unit2.4%
- Vanguard Instl Index FD · 0 3 MO TR BI ETF2.2%
- Microsoft Corp.2.2%
- SPDR Series Trust · ST Str Blo 1 ETF2.1%
- Alphabet Inc. · Cap Stk CL A2.0%
Together, the ten largest are 36.7% of reported value.
How many clients does Alchemi Wealth have?
Alchemi Wealth has 1,136 clients and manages $287 million for them, as of September 2026. They include 1,035 individual clients, 91 high-net-worth individuals, and 5 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026
What services does Alchemi Wealth offer?
Alchemi Wealth provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Alchemi Wealth charge?
Alchemi Wealth charges 0.75%–1.50% a year for its Investment Management Services. The fee is billed in advance or in arrears and is negotiable.
Source: ALCHEMI WEALTH, LLC FORM ADV PART 2A BROCHURE, filed 6 February 2026
Which custodians does Alchemi Wealth use?
Alchemi Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $278M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026
How many financial advisors does Alchemi Wealth have?
Alchemi Wealth has 6 investment adviser representatives registered with state securities authorities, out of 8 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Alchemi Wealth invest in?
At the end of its last fiscal year, Alchemi Wealth’s separately managed accounts held 50% exchange-traded equities, 23% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents, 8% state and local bonds, 5% U.S. government and agency bonds and 5% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Alchemi Wealth?
Alchemi Wealth’s direct owners are Steven Johnson (50% to 75%) and Michael Johnson (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 14 September 2026
How does Alchemi Wealth get paid?
Alchemi Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Alchemi Wealth?
Alchemi Wealth’s main office is at 35 Pratt Street, Suite 202, Essex, CT 06426. Its phone number is 860-767-7500. Its website is alchemiwealth.com.