Sem Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Tucson, AZ. Its latest Form ADV filing, dated March 24, 2026, reports $933M in regulatory assets under management, 11 employee, 1 office, and 4,065 accounts.
Assets Under Management
$933M
Employees
11
Offices
1 office
Total Clients
1,990
Primary office
TUCSON, AZ
7367 E. TANQUE VERDE RD, TUCSON, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.4% of total clients.
Top client categories% of clientsClients
1
Individuals
86.4%
1,720
2
HNWI
13.1%
260
3
Charitable
0.5%
10
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$933Mas of March 24, 2026
Discretionary78.7%
$735M
79% of total RAUM78.7%
Non-discretionary21.3%
$199M
21% of total RAUM21.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$933M
Total Accounts4,065
10Y AUM Change+$639M (+216.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee181:1
10Y Employee Change+3 (+37.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.