Semus Wealth Partners, LLC

Semus Wealth Partners, LLC (CRD# 305758) is a financial advisory firm headquartered in Boca Raton, FL. They manage $232,446,177 in 920 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
150 E Palmetto Park Road, Suite 800, Boca Raton, FL 33432
http://www.semuswp.com
By the Numbers
  • Total Assets Under Management
    232
    MILLION
  • Total Number of Accounts
    920
    ACCOUNTS
  • Average Account Value
    $252,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, NJ, PA, TX

Financial Advisors at Semus Wealth Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Helen Semus, financial advisor Boca Raton FL
Helen J. Semus
CRD#: 5654555
150 E Palmetto Park Road, Suite 800, Boca Raton, FL 33432

Helen Semus (CRD# 5654555) is an Investment Advisor Representative working at Semus Wealth Partners, LLC in Boca Raton, FL and has over 14 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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