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, owner-operated registered investment adviser that began SEC registration in 2019. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of external advisers. Its fee model is flexible—percentage of AUM supplemented by hourly and fixed-fee engagements—and the firm identifies itself as a capital allocator that places client assets with third-party managers when appropriate. Semus is not an active ESG investor and does not operate as a multi-state or pension consultant adviser. Its business model emphasizes tailored advice and manager selection rather than proprietary product manufacturing.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
1 of 1HELEN SEMUS
Chief Executive OfficerCRD 5654555
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$73.9M in ETFs
39%
$28.5M
58%
$45.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $5.6M | 8,644 | 7.64% |
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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