Semus Wealth Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$262,660,482
Clients
147
35% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
147
Very HighAverage account size
$1,786,806
About
Semus Wealth Partners provides personalized investment advisory and financial planning services to individuals (including high-net-worth clients), families, family offices, trusts, estates, private foundations, endowments, businesses and retirement plans. Services include discretionary portfolio management across a broad range of public and private securities, tailored financial planning engagements (hourly or fixed-fee), and access to independent managers and insurance products.
The firm emphasizes a planning-first, customized approach — assessing risk tolerance, tax considerations, liquidity and long-term objectives before designing diversified portfolios intended for long-term ownership. Semus Wealth manages $262,660,482 in discretionary assets and implements strategies that can include mutual funds, ETFs, closed-end funds, individual equities and fixed income, options, structured notes, alternative investments and manager-of-manager allocations.
Distinctive aspects of the firm include sponsorship and management of the Semus Wealth Partners Wrap Fee Program, an arrangement that bundles advisory and brokerage services under a single annualized fee, and an unusually large discretionary asset base relative to its advisory headcount. Additional noteworthy features are the firm’s high minimum relationship threshold (with waivers available) and the fact that some advisory personnel are licensed insurance agents, which the brochure discloses as a potential source of additional compensation.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Options & derivatives strategies
Private / alternative investments
Occupation focus
Founder/Business Owner
Executive
Fee options
Starting from $3,000 per year for financial planning services
$350 to $750 per hour
Account minimum: $5,000,000
Main office location
Semus Wealth Partners, LLC
150 E Palmetto Park Road, Suite 800
Boca Raton FL 33432, United States
Number of offices
2
Most active in
Semus Wealth Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · New Jersey · North Carolina · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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