The Villages, FL Office

Alkeme Wealth, LLC provides comprehensive wealth management to high‑net‑worth individuals, families, trusts, foundations and related entities. Services described in the brochure include strategic financial planning, discretionary portfolio management and investment consulting, with client portfolios typically holding individual equities and bonds alongside mutual funds, ETFs and, in select cases, private placements implemented through professional intermediaries.

The firm describes a long‑term, buy‑and‑hold investment philosophy while adapting strategies to market conditions and client needs, conducting routine portfolio reviews and using third‑party sub‑advisors particularly for fixed‑income mandates. Alkeme also discloses occasional use of option and other derivative strategies—generally for hedging—and permits client borrowing/margin for cash management, while stating it does not use its discretionary authority to generate margin debt.

Notable distinctions in the brochure include that Alkeme is a licensed insurance agency with affiliated insurance companies, enabling the firm to offer annuities and insurance products and to receive commissions or referral fees (a disclosed potential conflict of interest). The firm also reports an ownership structure through intermediate holding entities with an institutional investor holding a greater‑than‑25% interest and manages roughly $420 million for a relatively small client base (about 88 accounts), indicating a concentrated, high‑average‑asset client practice and periodic use of illiquid alternative investments.