Michael
Johnson

Alchemi Wealth, LLC

CRD#6682842
Investment Advisor
in Essex, CT

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About this Advisor

Michael Johnson is a financial advisor who works out of Essex, Connecticut with 2 years of industry experience. Johnson is an advisor for Alchemi Wealth, LLC. During their career, the advisor has held roles at Wells Fargo Advisors, LLC, Horizon Kinetics LLC, Loomis Chaffee School, Fairfield University, Wells Fargo Clearing Services, LLC, Alchemi Wealth Management LLC, Alchemi Wealth, LLC and Alchemi Capital LLC. Johnson has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Connecticut and Massachusetts. Alchemi Wealth, LLC is a registered investment company operating out of Essex, CT. The firm has a total of seven employees. It oversees $175 million in assets under management among its 816 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 816 customer accounts, 19% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors usually vary depending on the type of services offered. However, fee types billed by Alchemi Wealth, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

9A Novelty Lane
Essex, CT 06426

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Alchemi Wealth, LLC Brokerage Details

Total Assets Under Management

$174,874,621

CT Average: $5,297,377,271
Total Number of Employees

7

CT Average: 35
Total Number of Accounts

816

CT Average: 690
Average Account Size

$214,307

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Michael Johnson Work History

Michael has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Alchemi Wealth, LLC

2018 - Present (6 years)

Alchemi Wealth Management LLC

2018 - Present (6 years)

Alchemi Capital LLC

2016 - 2016 (< 1 year)

Wells Fargo Advisors, LLC

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2015 - 2015 (< 1 year)

Horizon Kinetics LLC

2006 - 2016 (10 years)

Loomis Chaffee School, Fairfield University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alchemi Wealth, LLC

Bryan Murphy
Essex, CT
Laurie Tomlinson
Essex, CT
Philip Reynolds
Essex, CT
Steven Johnson
Essex, CT
Michael Johnson
Essex, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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