Semus Wealth Partners LLC

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Semus Wealth Partners LLC
CRD #305758
SEC #801-117570
CIK #0001964775
AUM 262.7 M (2026-03-18)
Employees 3 (33% Investors, 0% Brokers)
Phone561-465-7550
Address150 E Palmetto Park Road
Boca Raton, FL 33432
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
3002401801206002010201520212027
CIK Period
0001964775
Sector Form 13F Holdings Value ($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
Johnson & Johnson 2.1
Broadcom Inc 2.0
MercadoLibre Inc 1.8
Goldman Sachs Group Inc 1.8
Mastercard Inc 1.7
Graniteshares Gold Trust 1.5
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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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)
ServesInstitutional, Retail
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