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 and operating since 2019. The firm serves individual and family clients, acting as a capital allocator and providing financial planning, portfolio management for individuals and small businesses, and manager selection services. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. Semus does not position itself as an ESG-focused manager and is not registered as a multi-state adviser.
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 1
Helen Semus
Chief Executive OfficerCRD 5654555
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$86.7M in ETFs
38%
$33M
58%
$53.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $8.3M | 11,087 | 9.58% |
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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