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 |
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Fiscal Year End | DECEMBER |
Legal Location | Florida, United States |
Employees
Total Number of Employees | 4 |
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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 |
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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) |
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Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
Offers Wrap Fee Program | Yes |
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Acting As | RAUM |
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Sponsor | 0 |
Portfolio Manager | 0 |
Both for Same | 225.8M |
Portfolio Manager to Program | Sponsor |
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SEMUS WEALTH PARTNERS, LLC WRAP FEE PROGRAM BROCHURE | SEMUS WEALTH PARTNERS, LLC |
Principal Office
150 E PALMETTO PARK ROADSUITE 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
H****@**********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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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
RAUM, Historic
No. Clients, Historic
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 | – |