AG Alchemy
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ag ALCHEMY provides wealth management, discretionary portfolio management, and comprehensive financial planning to individuals, high‑net‑worth clients, trusts, estates, and businesses. Its investment services emphasize portfolio construction using ETFs and low‑cost mutual funds while also permitting individual stocks, bonds, options, and alternative investments when appropriate.
The firm combines fundamental, technical, and cyclical analysis with a generally long‑term orientation, while permitting shorter‑term trading for rebalancing or client needs. Ag ALCHEMY implements portfolios both directly and by accessing third‑party models through Altruist’s Model Marketplace, and it conducts initial and ongoing oversight of any Independent Managers it recommends.
Noteworthy aspects include offering financial planning engagements for a fixed fee and formally selecting and supervising Independent Managers for client portfolios—practices that are less common among comparable firms. The firm also discloses that it does not act as an adviser to private funds and maintains an institutional relationship with its custodial platform that provides software and related support.
Client services
Expertise
Demographic focus
Fee options
Financial planning services charged as a fixed engagement fee ranging from $2,000 to $10,000 per engagement (fees may be negotiable)
0.50% to 1.25% annually (negotiable and based on various factors including asset level, complexity, and relationship)
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $10,000 for wealth management fees
Main office
Littleton CO
Advisors at this office
1
Most active in
Colorado
Also doing business as
Ag Alchemy · Ag Alchemy Limited
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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