Sem Wealth Management
Tucson, AZ·SEC-registered · CRD #112142
Sem Wealth Management is an SEC-registered investment advisory firm in Tucson, AZ managing $933M across 4.2k client accounts, with 4 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$933M
Client accounts
4.2k
Advisory staff
4
Fee model
Fee-only
How Sem Wealth Management is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Sem Wealth Management
How much does Sem Wealth Management manage?
Per its most recent SEC Form ADV filing (03/24/2026), Sem Wealth Management reports $933M in regulatory assets under management across roughly 4.2k client accounts.
How does Sem Wealth Management charge?
Sem Wealth Management is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Sem Wealth Management a fiduciary?
Yes. Sem Wealth Management is registered with the U.S. Securities and Exchange Commission (CRD #112142), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Sem Wealth Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Sem Wealth Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Sem Wealth Management's public SEC Form ADV filing (CRD #112142, filed 03/24/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Sem Wealth Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Sem Wealth Management? Claim this profile.