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ALCHEMY WEALTH MANAGEMENT LLC

Advisory

NV

Data as of Aug 17, 2026 · Source: SEC Form ADV

Rank in NV
#124
of 130 advisers by AUM
Average account
$314K
across 198 accounts
AUM per adviser
$62M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 17, 2026.

Total AUM
$62M
Discretionary %
100%
Clients
198
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$62M
Discretionary AUM$62M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients198
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, MT, NV, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NV

Closest by assets under management. All figures from Form ADV.

OGARD CAPITAL MARKETS RESEARCH LLC
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BAFFA JR. ROBERT PATRICK
$62M
SILVEROAK INVESTMENTS LIMITED-LIABILITY COMPANY
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+0.5% 1Y
CAVALOT CAPITAL LLC
INCLINE VILLAGE, NV
$64M
EARL D. CRINITE, LTD.
LAS VEGAS, NV
$60M
VOMUND INVESTMENT MANAGEMENT, LLC
INCLINE VILLAGE, NV
$64M
0.0% 1Y

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