|
⚲
|
| Keyboard |
| Semus Wealth Partners LLC
✚
|
|
|---|---|
| CRD # | 305758 |
| SEC # | 801-117570 |
| CIK # | 0001964775 |
| AUM | 262.7 M (2026-03-18) |
| Employees | 3 (33% Investors, 0% 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 | 34.7 | ||
| Nvidia Corp | 7.5 | ||
| Alphabet Inc | 6.8 | ||
| Microsoft Corp | 6.3 | ||
| Alphabet Inc | 5.3 | ||
| Tesla Motors Inc | 5.2 | ||
| Amazon Com Inc | 4.5 | ||
| Lilly Eli & Co | 4.3 | ||
| Facebook Inc | 2.6 | ||
| Netflix Inc | 2.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 95 | 42.4 |
| (b) Individuals (high net worth individuals) | 52 | 220.3 |
| (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 | 620 | 262.7 |
| By Discretionary | ||
| Discretionary | 620 | 262.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 620 | 262.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 262.6 | |
| Total | 620 | 262.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001964775] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Gallagher Capital Advisors LLC
✚
|
263.1 M | |
|
Nerdwallet Wealth Partners LLC
✚
|
NY | 262.8 M |
|
Redwood Financial Network Corp
✚
|
OH | 262.8 M |
|
Salus Financial Advisors LLC
✚
|
262.6 M | |
|
Waterstone Financial Advisory LLC
✚
|
FL | 262.5 M |
|
Stark Wealth Management LLC
✚
|
PA | 262.5 M |
|
PFC Capital Group Inc
✚
|
CA | 262.5 M |
|
Charleston Financial Advisors LLC
✚
|
SC | 262.4 M |
|
Trippon Wealth Management Group LLC
✚
|
TX | 262.3 M |
|
Timecapital Investor Advisory Services Inc
✚
|
NY | 262.0 M |