Semper Wealth Management LLC

Semper Wealth Management LLC (CRD# 305094) is a financial advisory firm headquartered in , . They manage $5,408,939 in 77 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.linkedin.com/company/55057937
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $70,246
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, TX

Financial Advisors at Semper Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Andrew Machata, financial advisor Oviedo FL
Andrew M. Machata
CRD#: 5571853
Oviedo, FL

Andrew Machata (CRD# 5571853) is an Investment Advisor Representative working at Semper Wealth Management LLC in Oviedo, FL and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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