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Alchemi Wealth, LLC CRD 310451
$287M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
35 Pratt Street Suite 202, Essex, CT 06426 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-11-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Essex | CT | 02/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Essex | CT | 11/2016 | 11/2021 |
| Alchemi Wealth, Llc | Boston | MA | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-04 |
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