Chemistry Wealth Management LLC

**Chemistry Wealth Management LLC Summary:** Established in July 2021, Chemistry Wealth Management LLC is a registered investment advisor based in New York. The firm offers investment advisory services to individuals, high net worth individuals, families, trusts, estates, and businesses. Chemistry Wealth acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. The firm provides customized investment advisory solutions, including discretionary investment management and related advisory services. Investment portfolios primarily consist of exchange-traded funds, mutual funds, individual stocks, and individual bonds. The firm's investment strategies are long-term focused, but short-term adjustments may be made based on client objectives or market conditions. **Key Consumer-Facing Terms:** - **Minimum Initial Investment:** No specified minimum account size. - **Fee Structure:** Annual investment advisory fees range from 0.85% to 2.00% based on factors like service scope and asset levels. - **Fiduciary Status:** Chemistry Wealth acts as a fiduciary, prioritizing clients' best interests. - **Investment Discretion:** The firm generally has discretion over securities selection and trades. - **Custody:** Client assets are held at a qualified custodian, primarily Charles Schwab & Co., Inc. - **Privacy Policy:** Chemistry Wealth is committed to safeguarding client information and does not sell personal data to third parties. For more detailed information, clients can refer to the full Form ADV Part 2A – Disclosure Brochure available on the SEC’s website or by contacting Chemistry Wealth directly.