SEM Wealth Management Review

Trust Score 96%
Trust Score info_outline

SEM Wealth Management, federally registered in 1998, is a Registered Investment Advisor (RIA) in 28 state(s) with a licensed staff of 4 advisors. SEM Wealth Management manages $455.1 million and provides investment advisory services for 1,689 clients (1:423 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $50,000
Avg Account Balance $269,457
Hybrid Advisor No
Disciplinary History No
Total AUM $455.1 million
Advisor / Client Ratio 1:423
Headquarters Tanque Verde RD Tucson, AZ
SEC Filings Forms and Brochures
State(s) Registered AZ, AR, CA, CO, FL, GA, IN, IA, MD, MI, MN, MO, NE, NH, NJ, NY, NC, OH, OK, OR, PA, SC, TX, UT, VA, WA, WV, WI

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