Semus Wealth Partners, LLC
● SEC registered since 2019CRD 305758SEC# 801-117570Boca Raton, FL
Reg. AUM
$262.7M
Employees
3
Accounts
620
Location
Boca Raton, FL
Semus Wealth Partners, LLC assets under management
Semus Wealth Partners, LLC operates as an SEC-registered investment adviser based in Boca Raton, FL. The firm has been registered since 2019. It reports $262.7 million in regulatory assets under management and employs 3 people.
Semus Wealth Partners, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Helen J Semus Control | Manager/Chief Executive Officer/Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does Semus Wealth Partners, LLC manage?
Semus Wealth Partners, LLC reports $262.7 million in regulatory assets under management on its Form ADV.
How many employees does Semus Wealth Partners, LLC have?
Semus Wealth Partners, LLC reports 3 employees.
Where is Semus Wealth Partners, LLC located?
Semus Wealth Partners, LLC is based in Boca Raton, FL and has been SEC-registered since 2019.
Does Semus Wealth Partners, LLC disclose fund performance?
Semus Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 150 E Palmetto Park Road, Suite 800, Boca Raton, FL 33432 |
| Phone | 561-465-7550 |
| Fax | 610-458-8585 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1964775 |
| Discloses disciplinary history | No |
Regulatory AUM
$262.7M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$262.7Mregulatory AUM
Discretionary $262.7M