SEM Wealth Management Review

Trust Score 96%
Trust Score info_outline

Last updated: June 26th, 2019. Data source: SEC filings.

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
Average Client 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    (CRD # 112142)
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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