Alchemy Wealth Management logo

Alchemy Wealth Management

Updated today

Client assets under management

$62,193,095

Clients

198

7% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

99

Very High

Average account size

$314,107

About

The firm provides discretionary investment management and financial planning to individuals — including high-net-worth clients — as well as corporations, charitable organizations and employer plan sponsors. Services include ongoing portfolio management, project-based planning, and one-time written financial plans tailored to client goals and circumstances.

The firm’s investment process is grounded in Modern Portfolio Theory and, when appropriate, favors passive, asset-class-based portfolios constructed with low-cost index funds and ETFs. Accounts are generally managed on a discretionary basis with supervision tied to each client’s objectives and tax considerations, and the firm recommends independent custodians for trade execution and custody.

Distinctive features compared with many peers include a two-advisor team overseeing roughly $62 million across about 200 clients while also providing employee benefit plan advisory — a combination less common for a firm of this size. The firm discloses several operational points that prospective clients should note: it does not vote client proxies, limits custody to fee-withdrawal arrangements, and does not generate routine written reports for investment management clients; additionally, one adviser serves as a commissioned officer in the U.S. Army Reserve, which can affect scheduling and availability.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Income planning Cash flow / budgeting Tax strategies for small businesses

Occupation focus

Founder/Business Owner Military & Veterans

Demographic focus

Mid-Career Professionals

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

One-time financial plan: $5,000 to $15,000

Percentage

$0 - $50,000: 1.90% $50,001 - $1,000,000: 1.20% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,000+: 0.50%

Project-based

$350 per hour for financial planning

Other

Fee-only: One-time financial plan: $5,000 to $15,000 flat fee; Hourly financial planning: $350 per hour

Main office location

Alchemy Wealth Management

Reno NV, United States

Number of offices

3

Most active in

California · Montana · Nevada · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Grant O

Series 65

Billings, MT

Alchemy Wealth Management

Grant O’Bryan is a financial advisor at Alchemy Wealth Management in Reno, NV, holding a Series 65 designation with one year of industry experience. Prior to joining Alchemy Wealth Management, he held roles in various organizations including Zero Gravity Brewing and One Day In July LLC. Grant serves as a commissioned officer in the U.S. Army Reserve, where he acts as a Public Works Officer involved in training and educational planning. Alchemy Wealth Management provides discretionary investment management and financial planning services to individuals, corporations, charitable organizations, and employer plan sponsors. The firm employs an investment approach based on Modern Portfolio Theory, favoring low-cost index funds and ETFs, and manages approximately $62 million across about 200 clients with a two-advisor team.

General retirement planning Income planning Cash flow / budgeting Tax strategies for small businesses Founder/Business Owner Military & Veterans Mid-Career Professionals
user avatar

Ryan N

Series 66

Reno, NV

Alchemy Wealth Management

Ryan Nelson is a financial advisor at Alchemy Wealth Management with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Pentair. Alchemy Wealth Management provides discretionary investment management and financial planning services to individuals, corporations, charitable organizations, and employer plan sponsors. The firm employs a Modern Portfolio Theory-based approach, favoring passive, asset-class portfolios using low-cost index funds and ETFs, and manages accounts on a discretionary basis according to client objectives and tax considerations.

General retirement planning Income planning Cash flow / budgeting Tax strategies for small businesses Founder/Business Owner Military & Veterans Mid-Career Professionals
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")