SEMUS WEALTH PARTNERS, LLC

Adviser information for SEMUS WEALTH PARTNERS, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Florida, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 1
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 1
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 911 $223.6M
Non-Discretionary 9 $8.9M
Total 920 $232.4M

Clients

Type Number RAUM
Individuals 227 $56.1M
HNW Individuals 73 $169.1M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities <5 $7.2M
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 26-50

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 0
Both for Same 225.8M
Portfolio Manager to Program Sponsor
SEMUS WEALTH PARTNERS, LLC WRAP FEE PROGRAM BROCHURE SEMUS WEALTH PARTNERS, LLC

Identifiers

SEC RIA File Number 801-117570
SEC ERA File Number 801-117570
SEC CIK Numbers 1964775
SEC CRD Numbers 305758
Legal Entity Identifier None

Principal Office

150 E PALMETTO PARK ROAD
SUITE 800
BOCA RATON
FL
United States
Monday - Friday, 8:30 A.M. - 5:00 P.M.
Tel: 561-465-7550, Fax: 610-458-8585

Websites

Chief Compliance Officer

HELEN J. SEMUS
MANAGER/CHIEF EXECUTIVE OFFICER
150 E PALMETTO PARK ROAD
SUITE 800
BOCA RATON
FL
United States
Tel: 561-465-7550
Fax: 610-458-8585
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
SEMUS, HELEN, J Individual MANAGER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER 11/2019 > 75%

No. Employees, Historic

105020192020202120222023202420254 on 10/2/20193 on 11/26/20193 on 11/26/20193 on 1/28/20204 on 2/27/20204 on 3/9/20204 on 4/22/20204 on 6/30/20205 on 3/27/20215 on 12/17/20215 on 3/14/20226 on 3/31/20227 on 3/7/20234 on 3/28/2024

RAUM, Historic

300M150M020192020202120222023202420250 on 10/2/20190 on 11/26/20190 on 11/26/20190 on 1/28/2020109036017 on 2/27/2020109036017 on 3/9/2020109036017 on 4/22/2020109036017 on 6/30/2020116986667 on 3/27/2021116986667 on 12/17/2021116986667 on 3/14/2022127494564 on 3/31/2022185036273 on 3/7/2023232446177 on 3/28/2024

No. Clients, Historic

400200020192020202120222023202420250 on 10/2/20190 on 11/26/20190 on 11/26/20190 on 1/28/2020121 on 2/27/2020121 on 3/9/2020121 on 4/22/2020121 on 6/30/2020135 on 3/27/2021135 on 12/17/2021135 on 3/14/2022141 on 3/31/2022285 on 3/7/2023302 on 3/28/2024

Holdings

From latest 13F, filed July 31st, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 413K 2K
ACCENTURE PLC IRELAND SHS CLASS A 337K 1K
ADOBE INC COM 339K 610
ALPHABET INC CAP STK CL C 3M 18K
ALPHABET INC CAP STK CL A 4M 21K
AMAZON COM INC COM 3M 18K
AMGEN INC COM 467K 1K
AMPLIFY ETF TR CWP ENHANCED DIV 1M 33K
APPLE INC COM 29M 136K
AT&T INC COM 237K 12K
BANK AMERICA CORP COM 432K 11K
BERKSHIRE HATHAWAY INC DEL CL B NEW 414K 1K
BLACKROCK CORE BD TR SHS BEN INT 195K 18K
BLACKROCK CR ALLOCATION INCO COM 222K 21K
BLACKROCK ETF TRUST ADVANTAGE LRG CP 358K 12K
BLACKROCK ETF TRUST US EQT FACTOR 627K 13K
BLACKROCK HEALTH SCIENCES TR COM 339K 8K
BLACKROCK INCOME TR INC COM NEW 217K 18K
BLACKROCK MULTI SECTOR INC T COM 740K 51K
BLACKROCK SCIENCE & TECHNOLO SHS 253K 7K
BOEING CO COM 255K 1K
BOSTON BEER INC CL A 315K 1K
BROADCOM INC COM 202K 126
CALAMOS CONV OPPORTUNITIES & SH BEN INT 436K 37K
CALAMOS DYNAMIC CONV & INCOM COM 226K 10K
CALAMOS STRATEGIC TOTAL RETU COM SH BEN INT 188K 11K
CATERPILLAR INC COM 213K 639
CHEVRON CORP NEW COM 215K 1K
CISCO SYS INC COM 402K 8K
COCA COLA CO COM 448K 7K
COMCAST CORP NEW CL A 239K 6K
COSTCO WHSL CORP NEW COM 290K 342
DNP SELECT INCOME FD INC COM 218K 26K
EATON VANCE ENHANCED EQUITY COM 409K 19K
EATON VANCE RISK-MANAGED DIV COM 462K 53K
EATON VANCE TAX-MANAGED BUY- COM 154K 11K
EATON VANCE TAX-MANAGED GLOB COM 267K 32K
ELI LILLY & CO COM 2M 2K
EXXON MOBIL CORP COM 389K 3K
FIRST TR EXCHANGE-TRADED FD FT VEST RIS 2M 78K
FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 500K 10K
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 3M 59K
FIRST TR MORNINGSTAR DIVID L SHS 227K 6K
GLOBAL X FDS S&P 500 COVERED 376K 9K
GLOBAL X FDS NASDAQ 100 COVER 187K 11K
GOLDMAN SACHS ETF TR NASDAQ 100 CORE 1M 30K
GOLDMAN SACHS ETF TR S&P 500 CORE PRE 1M 30K
GOLDMAN SACHS GROUP INC COM 1M 2K
GRANITESHARES GOLD TR SHS BEN INT 794K 35K
GUGGENHEIM STRATEGIC OPPORTU COM SBI 679K 46K
HOME DEPOT INC COM 307K 892
INTUIT COM 233K 355
INTUITIVE SURGICAL INC COM NEW 337K 757
INVESCO QQQ TR UNIT SER 1 2M 4K
ISHARES INC CORE MSCI EMKT 248K 5K
ISHARES INC MSCI EMRG CHN 226K 4K
ISHARES TR CORE TOTAL USD 533K 12K
ISHARES TR CORE US AGGBD ET 324K 3K
ISHARES TR CORE S&P500 ETF 5M 9K
ISHARES TR S&P 500 GRWT ETF 731K 8K
ISHARES TR EAFE GRWTH ETF 531K 5K
ISHARES TR INTRM GOV CR ETF 1M 10K
ISHARES TR U.S. TECH ETF 307K 2K
ISHARES TR EAFE VALUE ETF 226K 4K
ISHARES TR MSCI USA QLT FCT 646K 4K
ISHARES TR SELECT DIVID ETF 284K 2K
ISHARES TR S&P 500 VAL ETF 333K 2K
J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH 1M 17K
J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 227K 5K
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 3M 46K
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 222K 4K
J P MORGAN EXCHANGE TRADED F BETABUILDRS US 511K 5K
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 3M 52K
J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA 234K 4K
JOHNSON & JOHNSON COM 2M 12K
JPMORGAN CHASE & CO. COM 777K 4K
LOCKHEED MARTIN CORP COM 258K 552
MASTERCARD INCORPORATED CL A 1M 3K
MCDONALDS CORP COM 715K 3K
MERCADOLIBRE INC COM 1M 717
MERCK & CO INC COM 374K 3K
META PLATFORMS INC CL A 1M 3K
MICROSOFT CORP COM 5M 11K
NETFLIX INC COM 2M 3K
NEXTERA ENERGY INC COM 540K 8K
NVIDIA CORPORATION COM 7M 57K
PALO ALTO NETWORKS INC COM 725K 2K
PEPSICO INC COM 290K 2K
PFIZER INC COM 378K 14K
PIMCO CORPORATE & INCM STRG COM 320K 24K
PIMCO CORPORATE & INCOME OPP COM 427K 30K
PIMCO INCOME STRATEGY FD COM 388K 48K
PIMCO INCOME STRATEGY FD II COM 413K 58K
PROCTER AND GAMBLE CO COM 868K 5K
REAVES UTIL INCOME FD COM SH BEN INT 666K 24K
SALESFORCE INC COM 469K 2K
SCHWAB CHARLES CORP COM 274K 4K
SCHWAB STRATEGIC TR US DIVIDEND EQ 1M 18K
SERVICENOW INC COM 419K 533
SPDR S&P 500 ETF TR TR UNIT 4M 7K
TESLA INC COM 3M 17K
THERMO FISHER SCIENTIFIC INC COM 207K 374
UNITED RENTALS INC COM 922K 1K
UNITEDHEALTH GROUP INC COM 1M 2K
VANECK ETF TRUST SEMICONDUCTR ETF 316K 1K
VANGUARD INDEX FDS GROWTH ETF 1M 3K
VANGUARD INDEX FDS S&P 500 ETF SHS 342K 684
VANGUARD INDEX FDS VALUE ETF 278K 2K
VANGUARD WHITEHALL FDS HIGH DIV YLD 397K 3K
VANGUARD WORLD FD INF TECH ETF 443K 769
VERIZON COMMUNICATIONS INC COM 210K 5K
VIRTUS CONVERTIBLE & INC FD COM 34K 12K
VISA INC COM CL A 1M 4K
WALMART INC COM 679K 10K
WASTE MGMT INC DEL COM 263K 1K