Overview
Assets Under Management: $920 million
Headquarters: TUCSON, AZ
High-Net-Worth Clients: 460
Average Client Assets: $999,826
Frequently Asked Questions
SEM WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112142), SEM WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
SEM WEALTH MANAGEMENT is headquartered in TUCSON, AZ.
SEM WEALTH MANAGEMENT serves 460 high-net-worth clients according to their SEC filing dated November 10, 2025. View client details ↓
According to their SEC Form ADV, SEM WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
SEM WEALTH MANAGEMENT manages $920 million in client assets according to their SEC filing dated November 10, 2025.
According to their SEC Form ADV, SEM WEALTH MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 460
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.96
Average High-Net-Worth Client Assets: $999,826
Total Client Accounts: 4,108
Discretionary Accounts: 3,985
Non-Discretionary Accounts: 123
Regulatory Filings
CRD Number: 112142
Filing ID: 2024872
Last Filing Date: 2025-11-10 12:14:48
Website: 1