Overview
Assets Under Management: $920 million
Headquarters: TUCSON, AZ
High-Net-Worth Clients: 4
Average Client Assets: $70 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.59
Average High-Net-Worth Client Assets: $70 million
Total Client Accounts: 4,108
Discretionary Accounts: 3,985
Non-Discretionary Accounts: 123
Regulatory Filings
CRD Number: 112142
Filing ID: 1952406
Last Filing Date: 2025-03-28 12:08:00
Website: https://semwealth.com