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Building 2SEMUS WEALTH PARTNERS, LLC

Map pinBOCA RATON, FL
Phone561-465-7550
NotebookSEC #801-117570
Total AUM
$262.7M
Employees
3
Clients
147

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
150 E PALMETTO PARK ROAD
SUITE 800
BOCA RATON
FL 33432
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
561-465-7550
Other Offices
1

ReceiptFinancials

Total AUM
$262.7M
Accounts
620
Discretionary
$262.7M
Accounts
620
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
95
AUM
$42.4M
HNW Individual Clients
52
AUM
$220.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNJPA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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