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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- EagleHorizon capital +more
- Established Date
- 12-17-2020
- Office Locations
- 1
Office Locations
About Alchemi Wealth, LLC
Alchemi Wealth, LLC is a Connecticut RIA serving young professionals, families, and pre-retirees/retirees with personalized financial planning and investment management. Services include retirement and income planning, budgeting, risk management, college savings, and legacy/gift strategies. Portfolios are built as diversified, risk-aligned allocations with substantial ETF and mutual-fund use. The team emphasizes proactive monthly check-ins and hosts monthly educational webinars; custody includes Schwab.
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Owner & Executives
STEVEN JOHN JOHNSON
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member, Owner
- CRD
- #1566648
- Ownership
- 50% but less than 75%
MICHAEL STEVEN JOHNSON
Financial Advisor, General Partner, Managing Member, Owner
- CRD
- #6682842
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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STEPHEN GREGORY JORDAN
First Vice President Wealth Management
- CRD
- #7458571
BRYAN DEAN MURPHY
--
- CRD
- #2537912
Wave meridian
Eagle pioneer crest
- CRD
- #76302
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $286,870,000 | $252,526 |
| Non-Discretionary | $0 | -- |
| Total | $286,870,000 | $252,526 |
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Separately Managed Accounts
Total SMA Asset: $286,870,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $199,193,105 | 11.2% |
| Public Funds | $183,186,516 | 10.3% |
| Cash | $405,500,249 | 22.8% |
| Municipal Bonds | $393,050,680 | 22.1% |
| Corporate - Investment Grade | $480,197,663 | 27.0% |
| U.S. Government/Agency | $117,381,651 | 6.6% |
| Total | $1,778,509,864 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION EMBER | GLACIER WAVE | CL5KOG71O | FJX | 12.27% | $71,465,704 |
| WAVE OAK PIONEER | RADIAL CATALYST | GHPY9J7XQ | EDFKL | 9.96% | $64,571,763 |
| TIMBER FUSION | FOUNDATION SUMMIT | FUG9TG5WY | WPIIZ | 10.34% | $9,971,184 |
| EMBER WAVE | BEACON UNISON | N7WKM3336 | UDO | 2.33% | $49,192,048 |
| UNISON SIGNAL | OPTIMA GLACIER | P4PAJ4QJ9 | HTC | 4.98% | $85,396,447 |
| ELEMENT OPTIMA CREST | TIMBER FUSION | A5ARGDNQT | DOI | 0.66% | $79,156,279 |
| SIGNAL CATALYST ATLAS | BRIDGE CAPITAL | NZM8G0WBL | PSXS | 12.59% | $41,768,658 |
| HARBOR CAPITAL | VITAL MOMENTUM | XUZ2EK5BX | BKF | 2.56% | $90,726,639 |