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- Custodian
- Charles Schwab & Company ยท Etrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-31-2019
- Office Locations
- 1
Office Locations
About Semper Wealth Management LLC
Semper Wealth Management is an independent RIA founded in 2019 by Marine Corps/Purple Heart veteran Mike Machata. The CFP-led firm provides tech-enabled financial planning, investment management, and business retirement plan support, emphasizing tax-efficient ideas and lower net-cost strategies. It primarily serves professionals, business owners, and veterans, and commonly builds portfolios using ETFs.
Team overview
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANDREW MICHAEL MACHATA
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #5571853
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,798,560 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,798,560 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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