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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ALCHEMI WEALTH, LLC

CRD 310451

ESSEX, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f2e1b9a4-ff3d-c440-a547-cc6fcbb4d6ce

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Sep 18, 2020 to Sep 14, 2026
20 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $287MItem 5.F on the latest filing (2026-09-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $287M
Private client RAUM: $280MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $47.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,136
Individual clients: 1,035
High net worth clients: 91
Custody, client assets: $116M
SEC number: 801-119987
CRD: 310451
Filings on the tape: 20
First filed: Sep 18, 2020
Latest filed: Sep 14, 2026
Organised: Limited Liability Company, CT
Website: alchemiwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL STEVEN JOHNSON	Certified Financial Planner	ESSEX, CT	5	10	2	no
STEVEN JOHN JOHNSON	n/a	ESSEX, CT	5	32	3	no
LAURIE ANN TOMLINSON	n/a	ESSEX, CT	5	39	2	no
PHILIP BARTOW REYNOLDS	n/a	ESSEX, CT	5	38	2	no
BRYAN DEAN MURPHY	n/a	ESSEX, CT	4	31	2	no
STEPHEN GREGORY JORDAN	n/a	ESSEX, CT	3	10	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
JOHNSON, MICHAEL, STEVEN	OWNER/MANAGING MEMBER	C	yes	01/2019	Sep 18, 2020	Dec 2, 2024
JOHNSON, STEVEN, JOHN	OWNER/MANAGING MEMBER/CCO	D	yes	01/2019	Sep 18, 2020	Dec 2, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 6, 2026	$287M	$287M	8	6	0	n/a	n/a
2024	Apr 22, 2025	$235M	$235M	8	6	0	n/a	n/a
2023	Feb 1, 2024	$209M	$133M	8	6	0	n/a	n/a
2022	Feb 9, 2023	$175M	$111M	7	5	1	n/a	n/a
2021	Mar 21, 2022	$173M	$173M	7	5	1	n/a	n/a
2020	Mar 28, 2021	$107M	$67.9M	7	5	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$287M	$235M	22.1%	$175M	17.9%	8	8	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ALCHEMI WEALTH MANAGEMENT	2	Mar 24, 2021	Jan 11, 2021	BOSTON, MA	Team lift out	Other	100.0%

Relationships

Registered with (6)

← STEPHEN GREGORY JORDANAdvisorregistration: current employment
Sep 13, 2023 to presentfactForm ADV
← BRYAN DEAN MURPHYAdvisorregistration: current employment
Nov 19, 2021 to presentfactForm ADV
← LAURIE ANN TOMLINSONAdvisorregistration: current employment
Feb 5, 2021 to presentfactForm ADV
← PHILIP BARTOW REYNOLDSAdvisorregistration: current employment
Feb 5, 2021 to presentfactForm ADV
← STEVEN JOHN JOHNSONAdvisorregistration: current employment
Jan 11, 2021 to presentfactForm ADV
← MICHAEL STEVEN JOHNSONAdvisorregistration: current employment
Jan 6, 2021 to presentfactForm ADV

Controls (2)

← JOHNSON, STEVEN, JOHNOwnerOWNER/MANAGING MEMBER/CCO, ownership code D, individual
Sep 18, 2020 to Dec 2, 2024factForm ADV
← JOHNSON, MICHAEL, STEVENOwnerOWNER/MANAGING MEMBER, ownership code C, individual
Sep 18, 2020 to Dec 2, 2024factForm ADV

Dated events

Occurred
Jul 16, 2024
Control person left
Reece Laflamme (Ceo) no longer on Schedule A of Alchemi Wealth, Llc (listed 2024-02-01, absent 2024-07-16)
Form ADVobserved 4 days ago
Occurred
Jul 16, 2024
Control person left
Philip Yao (President) no longer on Schedule A of Alchemi Wealth, Llc (listed 2024-02-01, absent 2024-07-16)
Form ADVobserved 4 days ago
Occurred
Sep 18, 2020
First Form ADV filing
Alchemi Wealth, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f2e1b9a4-ff3d-c440-a547-cc6fcbb4d6ce
First observed: Sep 18, 2020
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ALCHEMI WEALTH, LLC

CRD 310451

ESSEX, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f2e1b9a4-ff3d-c440-a547-cc6fcbb4d6ce

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:31 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL STEVEN JOHNSON

Certified Financial Planner

ESSEX, CT

STEVEN JOHN JOHNSON

n/a

ESSEX, CT

LAURIE ANN TOMLINSON

n/a

ESSEX, CT

PHILIP BARTOW REYNOLDS

n/a

ESSEX, CT

BRYAN DEAN MURPHY

n/a

ESSEX, CT

STEPHEN GREGORY JORDAN

n/a

ESSEX, CT

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JOHNSON, MICHAEL, STEVEN

OWNER/MANAGING MEMBER

yes

01/2019

Sep 18, 2020

Dec 2, 2024

JOHNSON, STEVEN, JOHN

OWNER/MANAGING MEMBER/CCO

yes

01/2019

Sep 18, 2020

Dec 2, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 6, 2026

$287M

n/a

2024

Apr 22, 2025

$235M

n/a

2023

Feb 1, 2024

$209M

$133M

n/a

2022

Feb 9, 2023

$175M

$111M

n/a

2021

Mar 21, 2022

$173M

n/a

2020

Mar 28, 2021

$107M

$67.9M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$287M

$235M

22.1%

$175M

17.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ALCHEMI WEALTH MANAGEMENT

Mar 24, 2021

Jan 11, 2021

BOSTON, MA

Team lift out

Other

100.0%