Alchemi Wealth, LLC (hereinafter “Alchemi,” “Advisor” or “Firm”) is a registered investment advisor based in Essex, CT. We are a limited liability company, organized under the laws of the State of Massachusetts. We have been providing investment advisory services since 2020. Steven John Johnson, Managing Member, and Michael Steven Johnson, Managing Member are the principal owners of Alchemi. They respectively own 70% and 25% of the Firm. You may see the term Associated Person throughout this Brochure. As used in this Brochure, this term refers to anyone from our firm who is an officer, an employee, and all individuals providing investment advice on behalf of our firm. Where required, such persons are properly registered as investment adviser representatives. Alchemi offers a variety of investment advisory services to our clients with discretionary and non‐ discretionary authority. Alchemi’s services include investment management and financial planning services. Pri or to providing advisory services, clients are required to enter into a written agreement with Alchemi. Investment Management Services We work with our clients to identify their investment goals and objectives as well as risk tolerance in order to create an initial portfolio allocation designed to complement their clients’ financial goals and objectives. We create a portfolio, consisting of, but not limited to individual stocks or bonds, exchange traded funds (ETFs), no‐ load funds and/or load‐waived funds (front‐end commissions will not be charged). Each portfolio will be initially designed to meet a particular investment goal which Alchemi has determined to be appropriate to the client’s circumstances. Once the appropriate portfolio has been determined, we will review the portfolio and rebalance the account based upon our client’s individual needs, stated goals and objectives. Alchemi’s strategy, generally, will be to seek to meet client investment objectives while providing clients with access to personal advisory services. Alchemi may also provide advice about any type of legacy position or other investment held in client portfolios. As a fiduciary, Alchemi always acts solely in your best interests. Your portfolio is customized based on your investment objectives. You may make requests or make suggestions in writing regarding the investments made in your portfolio. Restrictions on trading which, in our opinion, are not in your best interest cannot be honored and if forced may result in the termination of our agreement. You will be notified in writing of any restrictions we cannot honor. In cases where we are not given discretion, we must

receive permission from the client to make any trades on a non‐ discretionary basis. In non‐discretionary accounts, you have the right to decide whether to act upon Alchemi's or associated person's recommendations. If you elect to act on any of the recommendations, you have the right to effect the transaction through a professional unaffiliated with Alchemi. Management of Held Away Assets As part of our overall portfolio management services, we provide asset allocation review, rebalancing and management services for accounts that are not held in custody of the qualified custodian(s) recommended by our firm. These services are provided through an account aggregation service called Pontera. The service primarily applies to ERISA and non-ERISA plan assets such as 401(k)s and 403(b)s, and other assets that must be held in custody of the plan custodian(s). We regularly review the available investment options in these accounts, monitor them, and periodically rebalance and implement our strategies using different tools as necessary. If you elect to allow us to manage your assets through Pontera, you will be notified via email when we place trades through Pontera. Financial Planning Services Alchemi offers financial planning as part of our investment management services for our clients. Financial planning will take into account information collected from the client such as financial status, investment objectives, tax status, and financial resources among other data. Financial Planning includes reviews and recommendations on any or all of the following areas depending on the Client’s circumstances:
• Investment Planning
• Portfolio Review and Evaluation
• Budgeting and Cash Flow Planning
• Debt Management
• Capital Needs Analysis (Goal Funding)
• Education Planning
• Insurance Analysis & Planning
• Tax Management & Planning
• Trust and Estate Planning
• Retirement Planning
• Business Planning Financial planning services can vary and are customized depending on each client’s circumstances. Wrap Fee Programs We do not sponsor, manage, or participate in any wrap fee programs. Assets Under Management As of January 23, 2023, we manage approximately $111,045,384 in client assets on a discretionary basis and approximately $63,829,237 in client assets on a non-discretionary basis. Important Note: Information related to legal matters that is provided as part of our services is for informative purposes only. Clients are instructed to contact their legal advisers for personalized advice.