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Chemistry Wealth Management LLC
Chemistry Wealth Management LLC is a registered investment advisory firm headquartered in New York, NY. Founded in July 2021, Chemistry Wealth is organized as a Delaware LLC and led by CEO Mark Chemtob. The firm provides investment advisory and wealth management services to individuals, high net worth individuals, families, trusts, estates, and businesses, acting as a fiduciary and tailoring its services to meet client objectives. As of 2025, Chemistry Wealth Management has approximately 10 employees and manages over $1 billion in assets, primarily serving US-based clients.
Investment Strategy
Chemistry Wealth Management LLC offers customized investment management for each client, developing a strategic asset allocation based on the client's investment objectives, time horizon, financial situation, and risk tolerance. Their approach emphasizes portfolio construction tailored to stated goals, ongoing portfolio supervision, and dynamic management. Wrap fee programs are employed to bundle advisory and transaction costs, and trade aggregation is used to achieve favorable execution results. The firm is committed to acting as a fiduciary, prioritizing clients’ best interests and using a mix of equities, ETFs (like iShares Gold Trust), and blue-chip stocks (such as Apple, Alphabet, American Express, and Microsoft) in diversified portfolios.
Latest 13F Filing Activity
Chemistry Wealth Management LLC filed their most recent 13F report on Sep 30, 2025 disclosing 201 equity positions with a total 13F market value of $518M. The fund increased holdings in Alphabet Inc., Ishares Gold TR, Apple Inc. among other positions. Chemistry Wealth Management LLC reduced exposure to Source Capital, Liberty Broadband Corp., Prudential Finl Inc. among others.
Top Holdings
Equity Positions (201)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VGSH | VANGUARD SCOTTSDALE FDS | 11.37% | $58.9M | 1,001,505 | $58.83 | $58.85 | +$1.6M |
| BERKSHIRE HATHAWAY INC DEL | 10.88% | $56.4M | 112,146 | $346.62 | $502.74 | +$2.1M | |
G GOOG | ALPHABET INC | 5.06% | $26.2M | 107,728 | $139.29 | $243.55 | +$7.3M |
I IAU | ISHARES GOLD TR | 4.88% | $25.3M | 347,513 | $40.34 | $72.77 | +$4.0M |
A AAPL | APPLE INC | 4.80% | $24.9M | 97,736 | $175.45 | $254.63 | +$4.0M |
Industry Allocation
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