Semus Wealth Partners, LLC
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 305758
- Registered since
- October 30, 2019
- Website
- www.semuswp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.86%
- Individuals16.14%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Semus Wealth Partners, LLC is an independent registered investment adviser organized as an LLC that focuses on serving individual and family clients. The firm describes itself as a capital allocator and provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. Semus Wealth Partners operates under a mix of fee arrangements—percentage of assets under management, hourly fees, and fixed fees—and is registered with the SEC (registration year 2019). The firm does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents14%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$92.9M in ETFs
37%
$34.3M
58%
$58.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $9.1M | 11,900 | 9.81% |
Location
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 150 E Palmetto Park Rd
- Time zone
- ET (UTC-5)
- Office locations
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