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| Happy Holidays!! thanks for using AUM13F!! |
| Semus Wealth Partners LLC
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| CRD # | 305758 |
| SEC # | 801-117570 |
| CIK # | 0001964775 |
| AUM | $215.1 M (2025-03-24) |
| Employees | 4 (25% Investors, 25% Brokers) |
| Phone | 561-465-7550 |
| Address | 150 E Palmetto Park Road Boca Raton, FL 33432 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 28.3 | ||
| Nvidia Corp | 7.5 | ||
| Microsoft Corp | 6.2 | ||
| Amazon Com Inc | 4.5 | ||
| Tesla Motors Inc | 4.0 | ||
| Alphabet Inc | 4.0 | ||
| Alphabet Inc | 3.3 | ||
| Lilly Eli & Co | 3.1 | ||
| Netflix Inc | 2.8 | ||
| Facebook Inc | 2.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 152 | 34.6 |
| (b) Individuals (high net worth individuals) | 53 | 180.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 616 | 215.1 |
| By Discretionary | ||
| Discretionary | 614 | 215.0 |
| Non-Discretionary | 2 | 0.1 |
| Total | 616 | 215.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 215.1 | |
| Total | 616 | 215.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001964775] |
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|---|---|---|
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Otter Creek Advisors LLC
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FL | 0.2 |
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Castle Wealth Planning LLC
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CA | 0.2 |
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Roserock Wealth Management LLC
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TX | 0.2 |
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Higgins & Schmidt Wealth Strategies LLC
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Dorian Eason Asset Management LLC
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TN | 0.2 |
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Lynx Advisory Partners LLC
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FL | 0.2 |
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Main Street Investment Advisors LLC
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IL | 0.2 |
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Processus Wealth & Capital Management LLC
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|
0.2 | |
|
Barnstone Advisors LLC
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|
PA | 0.2 |
|
Spring Capital Management LLC
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TX | 0.2 |