Semus Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated March 18, 2026, reports $263M in regulatory assets under management, 3 employees, 1 office, and 620 accounts.
Assets Under Management
$263M
Employees
3
Offices
1 office
Total Clients
147
Primary office
BOCA RATON, FL
150 E PALMETTO PARK ROAD, SUITE 800, BOCA RATON, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.6% of total clients.
Top client categories% of clientsClients
1
Individuals
64.6%
95
2
HNWI
35.4%
52
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$263Mas of March 18, 2026
Discretionary100.0%
$263M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$263M
Total Accounts620
10Y AUM Change+$263M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee49:1
10Y Employee Change0 (0.0%)
* 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.