Chemistry Wealth Management is an investment advisor in New York with $693.23 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
872672993
SEC advisor number
801-122166
FINRA CRD number
316069
AUM ?
$693.23 mm
(as of 21 Apr 23)
Accounts
1,512
(as of 21 Apr 23)
Employees
9
(4 investment advisory or research)
Office hours
Monday - Friday, 8:30AM TO 5:00PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Chemtob, Mark | Managing Member / CEO / Private Wealth Advisor | 08/2021 | > 75% |
Chan, Cheung, Wah | Director of Operations / Chief Compliance Officer | 08/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
11 Jan 24
13F-HR
Quarterly holdings report by institutional manager
11 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 Apr 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
21 Oct 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22