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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-26-2021
- Office Locations
- 2
Office Locations
About Chemistry Wealth Management LLC
Chemistry Wealth Management is an independent New York-based RIA providing comprehensive wealth planning, including goal trade-off analysis, cash/debt and risk management, business advice, and estate/legacy strategies. Investment implementation emphasizes asset allocation using public funds and ETFs, with client assets custodied at Charles Schwab. Led by founder/CEO Mark Chemtob (CFP, APMA) with a senior team including CFA/CFP talent.
Team overview
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Client Personas
Custodian
Investment Themes
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Platform
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Owner & Executives
MARK CHEMTOB
Chief Executive Officer, Managing Member, PRIVATE WEALTH ADVISOR, Wealth Advisor
- CRD
- #3099258
- Ownership
- 75% or more
CHEUNG WAH CHAN
Chief Compliance Officer, DIRECTOR OF OPERATIONS
- CRD
- #5550197
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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KYLE H DANDURAND
Private Wealth Advisor
- CRD
- #5071148
SAMUEL EILBAUM
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- CRD
- #6811539
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,253,183,601 | $640,360 |
| Non-Discretionary | $11,086,537 | $852,811 |
| Total | $1,264,270,138 | $641,761 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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