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SEM WEALTH MANAGEMENT
STRATEGIC EQUITY MANAGEMENT, INC.
CRD 112142 · SEC 801-55690
7367 E. TANQUE VERDE RD, TUCSON, AZ, 85715-3475, United States
Phone
520-749-4580
Fax
866-720-3226
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$933.5M
Discretionary AUM
$734.6M
Team
11 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1720 | $335.5M |
| High net worth individuals | 260 | $416.2M |
| Charitable organizations | 10 | $1.5M |
States served
AL, AZ, CA, CO, GA, IL, IN, IA, MD, MI, MN, NE, NJ, NY, NC, OH, OK, PA, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, FL
All web addresses on file
- HTTPS://WWW.SEMWEALTH.COM/
- https://www.whatsmyscore.net/
- https://www.facebook.com/SEMWealth
- https://www.linkedin.com/company/semwealth/
- https://www.tiktok.com/@moneytalkswithdad0
- https://twitter.com/semwealth
- https://www.instagram.com/semwealthmgmt/
- https://www.tiktok.com/@finance_nerd
- https://www.youtube.com/@semwealthmanagement
Official SEC filing: View on IAPD