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SEM WEALTH MANAGEMENT
7367 E. Tanque Verde Rd
Tucson, Arizona 85715-3475
Tel: 520-749-4580
About SEM WEALTH MANAGEMENT
SEM WEALTH MANAGEMENT, formally registered with the SEC as SEM WEALTH MANAGEMENT. The firm was established in 07/02/1998. They have over 2 offices throughout the country.
SEM WEALTH MANAGEMENT is a Tucson, Arizona based Financial Planning firm with nearly $584,140,000 assets under management, offering retirement planning & investment advisory services to 2906 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 112142 |
| SEC# | 801-55690 |
| Assets Managed by Firm | $584,140,000 |
| No. of Clients | 2906 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2906 | $584,140,000 |
| Individuals (other than high net worth individuals) | 1350 | $206,512,000 |
| High net worth individuals | 300 | $205,721,000 |
| Charitable organizations | 10 | $1,540,000 |
| Other investment advisers | Fewer than 5 clients | $170,138,000 |
| Corporations or other businesses | Fewer than 5 clients | $229,000 |
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|---|---|---|---|
| $479,793,782,427 | 2284921 | 13903 | |
| $176,091,949,959 | 88 | 77 | |
| $137,829,756,000 | 3 | 200 | |
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| $85,511,782,543 | 279 | 102 |
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