SourcingSourcing

ALCHEMI WEALTH, LLC

C38
CRD 310451·SEC 801-119987·ESSEX, CT
AUM
$286.9M
$100M-$500M
Est. Revenue
$2.9M
@ 1% on AUM
Est. EBITDA
$861K
@ 30% margin
Est. Deal Value
$6.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ALCHEMI WEALTH, LLC
CRD
310451
SEC file #
801-119987
EIN
852297093
DBA names
—

Economics

AUM
$286.9M
AUM band
$100M-$500M
AUM trajectory
'22'26
$107.0M → $286.9M▲ +168%
Client mix
Individuals Other1,035
Individuals High Net Worth91
Pension Profit Sharing Plans5
Charitable Organizations5

Operations

Employees (total)
8
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'21'26
2 advisors → 6 advisors▲ +200%
Primary office
ESSEX CT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/06/2026
ADV-W filed at
—
Website
alchemiwealth.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JOHNSON, STEVEN, JOHN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
JOHNSON, STEVEN, JOHN
JOHNSON, MICHAEL, STEVEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ALCHEMIWEALTH.COM
Rdap Domain Creation Date
2019-02-06T23:08:51Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
Wild West Domains, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002110606
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2026-02-13
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0002110606-26-000003

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5233
Soi Zip Pct 200k Plus
0.2746
Soi Zip Returns 200k Plus
530
Soi Zip Total AGI
433,610
Fdic Zip Total Deposits
8,310,859,000
Fdic Zip Branch Count
223
Fdic Zip Top Banks
Essex Savings Bank
Webster Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
35 PRATT STREETSUITE 202ESSEX, CT 06426
Business
35 PRATT STREETSUITE 202ESSEX, CT 06426
Edgar EIN
852297093
Edgar Recent Filings
13F-HR2026-05-07 · 0002110606-26-000003
SCHEDULE 13G2026-04-30 · 0002110606-26-000002
Fdic Zip Branches Raw
Fleet Bank, National AssociationWestbrook, CT
Fleet Bank, National AssociationEssex, CT
Fdic Zip HHI
2428.72
Fdic Zip Top Bank Share Pct
41.74
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-06T23:08:51Z
Rdap Domain Last Changed
2026-02-07T14:37:41Z
Rdap Nameservers
Ns1.bdm.microsoftonline.comNs2.bdm.microsoftonline.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI3,517
Returns330
Stub 2
AGI7,465
Returns200
Stub 3
AGI12,503
Returns200
Soi Zip Total Business Income
25,811
Soi Zip Total Cap Gains
37,872
Soi Zip Total Dividends
40,523
Soi Zip Total Returns
1930
Top Owner CRD
1566648
Trust Company Affiliate
No

People (6)

6
JOHNSON, STEVEN, JOHN
IAR · Direct Owner · 62.5%
1566648
JOHNSON, MICHAEL, STEVEN
IAR · Direct Owner · 37.5%
6682842
STEPHEN GREGORY JORDAN
IAR
7458571
BRYAN DEAN MURPHY
IAR
2537912
LAURIE ANN TOMLINSON
IAR
1055083
PHILIP BARTOW REYNOLDS
IAR
1758555