$262.7M Total AUM
$262.7M Disc. AUM
12.4% 3Y CAGR
3 Employees
147 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-30-2019
- Office Locations
- 1
Office Locations
150 E Palmetto Park Road Suite 800 Boca Raton FL
About Semus Wealth Partners, LLC
Semus Wealth Partners, LLC is an SEC-registered, independent fee-based RIA providing comprehensive wealth management, combining custom portfolio design and ongoing investment management with financial planning for individuals and business owners navigating major life and business transitions. Portfolios are implemented largely with ETFs, with client assets custodied at Schwab.
Team overview
58 AVG AGE
$262.7M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
6.7 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
HELEN J SEMUS
Chief Compliance Officer, Chief Executive Officer, Manager
- CRD
- #5654555
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $262,660,482 | $423,646 |
| Non-Discretionary | $0 | -- |
| Total | $262,660,482 | $423,646 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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