PPrivate Fund Data Log in Join · $37/mo

Semus Wealth Partners, LLC

● SEC registered since 2019CRD 305758SEC# 801-117570Boca Raton, FL
Export (members)
Reg. AUM
$215.1M
Employees
4
Accounts
616
Location
Boca Raton, FL

Semus Wealth Partners, LLC assets under management

Semus Wealth Partners, LLC operates as an SEC-registered investment adviser based in Boca Raton, FL. The firm has been registered since 2019. It reports $215.1 million in regulatory assets under management and employs 4 people.
www.semuswp.comView on SEC.gov ↗

Semus Wealth Partners, LLC owners & executives

1 reported
NameTitleOwnershipSince
Helen J Semus ControlManager/Chief Executive Officer/Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Semus Wealth Partners, LLC manage?

Semus Wealth Partners, LLC reports $215.1 million in regulatory assets under management on its Form ADV.

How many employees does Semus Wealth Partners, LLC have?

Semus Wealth Partners, LLC reports 4 employees.

Where is Semus Wealth Partners, LLC located?

Semus Wealth Partners, LLC is based in Boca Raton, FL and has been SEC-registered since 2019.

Does Semus Wealth Partners, LLC disclose fund performance?

Semus Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address150 E Palmetto Park Road, Suite 800, Boca Raton, FL 33432
Phone561-465-7550
Fax610-458-8585
Office hours8:30 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1964775
Discloses disciplinary historyNo

Assets under management

Discretionary$215M
Non-discretionary$57K
Total (RAUM)$215.1M