150 E Palmetto Park Road
Suite 800
Boca Raton, Florida 33432
Tel: 561-465-7550
SEMUS WEALTH PARTNERS, LLC, formally registered with the SEC as SEMUS WEALTH PARTNERS, LLC. The firm was established in 10/30/2019. They have over 3 offices throughout the country.
SEMUS WEALTH PARTNERS, LLC is a Boca Raton, Florida based Financial Planning firm with nearly $232,446,177 assets under management, offering retirement planning & investment advisory services to 920 clients. The firm is staffed with 4 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305758 |
| SEC# | 801-117570 |
| Assets Managed by Firm | $232,446,177 |
| No. of Clients | 920 |
| No. of Advisors | 4 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 920 | $232,446,177 |
| Individuals (other than high net worth individuals) | 227 | $56,074,313 |
| High net worth individuals | 73 | $169,132,832 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
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