Sem Wealth Management
Registered investment advisor · Tucson, Arizona · CRD #112142
Source: SEC Form ADV filings. Data as of 2026-07-06.
About Sem Wealth Management
SEM Wealth Management is an investment advisory firm founded in 1992, offering discretionary portfolio management services for individuals and businesses. It is headquartered in Tucson, AZ. The firm provides both tactical and comprehensive investment advisory services.
Fee Structure
Frequently Asked Questions
What is Sem Wealth Management's AUM?
Sem Wealth Management reports approximately $933M in regulatory assets under management, based on its most recent SEC Form ADV filing.
Where is Sem Wealth Management headquartered?
Sem Wealth Management is headquartered in Tucson, Arizona.
What is Sem Wealth Management's CRD number?
Sem Wealth Management's CRD number is 112142. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.
How many accounts does Sem Wealth Management manage?
Sem Wealth Management manages approximately 4,065 client accounts according to its latest SEC filing.
Is Sem Wealth Management SEC registered?
Yes, Sem Wealth Management is registered with the SEC as an investment adviser with an approved registration status.
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