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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between January 21, 2025 and March 30, 2026, reported AUM increased 22.3%, from $1.0B to $1.3B.
Across 5 reported observations, AUM increased 76.8% between March 8, 2022 and March 30, 2026, from $715.0M to $1.3B.
Of the latest reported AUM, 99.1% is discretionary and 0.9% is non-discretionary.
The firm reports 7 advisory representatives and 558 clients, or 79.7 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 2 reported office locations and 5 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Chemistry Wealth Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Unlock allContacts
KYLE H DANDURAND
Private Wealth Advisor
- CRD
- #5071148
SAMUEL EILBAUM
Financial Planning Specialist
- 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
SMA allocation detail is available
Chemistry Wealth Management LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Chemistry Wealth Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.