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Semus Wealth Partners, LLC
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Malvern, Pennsylvania
$109.0 million AUM
2 offices

Semus Wealth Partners, LLC is based in Malvern, Pennsylvania and has $109.0 million in assets under management.

Location
647 Swedesford Road
Malvern, PA 19355
Contact
$109.0 million
AUM
4
Employees
AUM Share
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$109,036,017
Assets under management
423 clients
Number of clients
Average investment size is $257,768
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 83 $21,447,231 20% $258,400
High net worth individuals 38 $87,588,786 80% $2,304,968
Employees Share
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4
Employees
3
Investment analysts
75% of total employees
AUM per employee Share
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$109,036,017
Assets under management
$27,259,004
AUM per employee
$36,345,339
AUM per investment analyst
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Compensation

Semus Wealth Partners, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Semus Wealth Partners, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
Firm data Share
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CRD number 305,758
SEC number 801-117570
Legal structure Limited Liability Company
Legal governance Florida, United States
Latest ADV filing date April 22, 2020

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