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Last updated: February 23rd, 2020. Data source: SEC filings.
SEM Wealth Management, federally registered in 1998, is a Registered Investment Advisor (RIA) in 26 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.
|Rank (United States)||Top 10%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||16|
|Percentage of Advisors Trusted||83%|
|Average Client Balance||$269,457|
|Total AUM||$455.1 million|
|Advisor / Client Ratio||1:423|
|Headquarters||Tanque Verde RD Tucson, AZ|
|SEC Filings||View SEC IAPD CRD #112142|
|State(s) Registered||AZ, AR, CA, CO, FL, GA, IA, MD, MI, MN, MO, NE, NH, NJ, NY, NC, OH, OK, PA, SC, TX, UT, VA, WA, WV, WI|