Dakota
Dakota
Book a Demo
Talk to an Expert

Semus Wealth Partners

EST. AUM
$262,660,482

CONTACTS
1

CLIENT ACCOUNTS
620

Firm Details

Metro area Boca Raton, FL
CRD Number 305758
Website semuswp.com
Client types

Overview

Semus Wealth Partners is an independent registered investment advisory firm that provides financial planning and investment management services. The firm is registered with the Securities and Exchange Commission and operates as a fiduciary, following regulations that require acting in clients’ interests and disclosing potential conflicts of interest. Semus Wealth Partners offers financial strategies that incorporate various aspects of wealth management, with a focus on transparency and long-term planning.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy