STRATEGIC EQUITY MANAGEMENT, INC.
Legal name: SEM WEALTH MANAGEMENT
CRD #112142 SEC #801-55690 TUCSON, AZ 520-749-4580
SEC Registered
Total AUM
$920.5M
Discretionary
$725.7M
Employees
11
Clients
0
Accounts
4,108
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $920.5M | $725.7M | $194.8M | 11 | 0 |
| Mar 2025 | $920.5M | $725.7M | $194.8M | 11 | 0 |
| Oct 2024 | $584.1M | $403.1M | $181M | 10 | 0 |
| Mar 2024 | $584.1M | $403.1M | $181M | 10 | 0 |
| Mar 2023 | $817.9M | $360.6M | $457.3M | 11 | 0 |
| Nov 2022 | $798.7M | $351.9M | $446.8M | 11 | 0 |
| Mar 2022 | $798.7M | $351.9M | $446.8M | 11 | 0 |
| Jan 2022 | $682.7M | $323.6M | $359.1M | 10 | 0 |
| Sep 2021 | $682.7M | $323.6M | $359.1M | 10 | 0 |
| Mar 2021 | $682.7M | $323.6M | $359.1M | 10 | 0 |
| Jul 2020 | $544.3M | $434.8M | $109.5M | 10 | 0 |
| Jun 2020 | $544.3M | $434.8M | $109.5M | 10 | 0 |
| Mar 2020 | $544.3M | $434.8M | $109.5M | 10 | 0 |
| Oct 2019 | $455.1M | $372.2M | $82.9M | 9 | 0 |
| Mar 2019 | $455.1M | $372.2M | $82.9M | 9 | 0 |
| Oct 2018 | $421.8M | $324M | $97.8M | 8 | 0 |
| Apr 2018 | $421.8M | $324M | $97.8M | 8 | 0 |
| Mar 2018 | $421.8M | $324M | $97.8M | 8 | 0 |
| Dec 2017 | $294.7M | $292M | $2.7M | 8 | 1,700 |
| Sep 2017 | $294.7M | $292M | $2.7M | 8 | 1,700 |
| Jul 2017 | $294.7M | $292M | $2.7M | 8 | 1,700 |
| Mar 2017 | $294.7M | $292M | $2.7M | 8 | 1,700 |
| Jul 2016 | $312.5M | $312.5M | $0 | 8 | 1,900 |
| May 2016 | $312.5M | $312.5M | $0 | 8 | 1,900 |
| Mar 2016 | $312.5M | $312.5M | $0 | 8 | 1,900 |
| Nov 2015 | $359.7M | $359.7M | $0 | 8 | 2,000 |
| Oct 2015 | $359.7M | $359.7M | $0 | 8 | 2,000 |
| Jun 2015 | $359.7M | $359.7M | $0 | 8 | 2,000 |
| Mar 2015 | $359.7M | $359.7M | $0 | 8 | 2,000 |
| Oct 2014 | $356.6M | $356.6M | $0 | 8 | 2,500 |
| Mar 2014 | $356.6M | $356.6M | $0 | 8 | 2,500 |
| Oct 2013 | $342.8M | $342.8M | $0 | 8 | 2,500 |
| Aug 2013 | $342.8M | $342.8M | $0 | 8 | 2,500 |
| Jun 2013 | $342.8M | $342.8M | $0 | 8 | 2,500 |
| May 2013 | $342.8M | $342.8M | $0 | 8 | 2,500 |
| Mar 2013 | $342.8M | $342.8M | $0 | 8 | 2,500 |
| Nov 2012 | $356.8M | $356.8M | $0 | 8 | 2,500 |
| Apr 2012 | $356.8M | $356.8M | $0 | 6 | 2,500 |
| Mar 2012 | $356.8M | $356.8M | $0 | 6 | 2,500 |
| Aug 2011 | $253M | $253M | $0 | 10 | -- |
| Aug 2011 | $253M | $253M | $0 | 10 | -- |
| May 2011 | $253M | $253M | $0 | 10 | -- |
| Mar 2011 | $253M | $253M | $0 | 10 | -- |
| Aug 2010 | $92.4M | $92.4M | $0 | 10 | -- |
| May 2010 | $92.4M | $92.4M | $0 | 10 | -- |
| Jan 2010 | $35M | $32.5M | $2.6M | 10 | -- |
| Oct 2007 | $68M | $65.3M | $2.7M | 10 | -- |
| May 2007 | $68M | $65.3M | $2.7M | 10 | -- |
| Mar 2007 | $68M | $65.3M | $2.7M | 10 | -- |
| Jan 2007 | $77.4M | $75.1M | $2.3M | 10 | -- |
| Mar 2006 | $77.4M | $75.1M | $2.3M | 10 | -- |
| Oct 2005 | $165.4M | $164.1M | $1.3M | 10 | -- |
| May 2005 | $165.4M | $164.1M | $1.3M | 10 | -- |
| Jan 2005 | $159.2M | $159.2M | $0 | 10 | -- |
| Apr 2004 | $159.2M | $159.2M | $0 | 10 | -- |
| Mar 2004 | $159.2M | $159.2M | $0 | 10 | -- |
| Mar 2002 | $66.6M | $66.6M | $0 | 5 | -- |
| Mar 2002 | $48.9M | $48.9M | $0 | 5 | -- |
DateNov 2025
Total AUM$920.5M
Discretionary$725.7M
Non-Disc.$194.8M
Employees11
Clients0
DateMar 2025
Total AUM$920.5M
Discretionary$725.7M
Non-Disc.$194.8M
Employees11
Clients0
DateOct 2024
Total AUM$584.1M
Discretionary$403.1M
Non-Disc.$181M
Employees10
Clients0
DateMar 2024
Total AUM$584.1M
Discretionary$403.1M
Non-Disc.$181M
Employees10
Clients0
DateMar 2023
Total AUM$817.9M
Discretionary$360.6M
Non-Disc.$457.3M
Employees11
Clients0
DateNov 2022
Total AUM$798.7M
Discretionary$351.9M
Non-Disc.$446.8M
Employees11
Clients0
DateMar 2022
Total AUM$798.7M
Discretionary$351.9M
Non-Disc.$446.8M
Employees11
Clients0
DateJan 2022
Total AUM$682.7M
Discretionary$323.6M
Non-Disc.$359.1M
Employees10
Clients0
DateSep 2021
Total AUM$682.7M
Discretionary$323.6M
Non-Disc.$359.1M
Employees10
Clients0
DateMar 2021
Total AUM$682.7M
Discretionary$323.6M
Non-Disc.$359.1M
Employees10
Clients0
DateJul 2020
Total AUM$544.3M
Discretionary$434.8M
Non-Disc.$109.5M
Employees10
Clients0
DateJun 2020
Total AUM$544.3M
Discretionary$434.8M
Non-Disc.$109.5M
Employees10
Clients0
DateMar 2020
Total AUM$544.3M
Discretionary$434.8M
Non-Disc.$109.5M
Employees10
Clients0
DateOct 2019
Total AUM$455.1M
Discretionary$372.2M
Non-Disc.$82.9M
Employees9
Clients0
DateMar 2019
Total AUM$455.1M
Discretionary$372.2M
Non-Disc.$82.9M
Employees9
Clients0
DateOct 2018
Total AUM$421.8M
Discretionary$324M
Non-Disc.$97.8M
Employees8
Clients0
DateApr 2018
Total AUM$421.8M
Discretionary$324M
Non-Disc.$97.8M
Employees8
Clients0
DateMar 2018
Total AUM$421.8M
Discretionary$324M
Non-Disc.$97.8M
Employees8
Clients0
DateDec 2017
Total AUM$294.7M
Discretionary$292M
Non-Disc.$2.7M
Employees8
Clients1,700
DateSep 2017
Total AUM$294.7M
Discretionary$292M
Non-Disc.$2.7M
Employees8
Clients1,700
DateJul 2017
Total AUM$294.7M
Discretionary$292M
Non-Disc.$2.7M
Employees8
Clients1,700
DateMar 2017
Total AUM$294.7M
Discretionary$292M
Non-Disc.$2.7M
Employees8
Clients1,700
DateJul 2016
Total AUM$312.5M
Discretionary$312.5M
Non-Disc.$0
Employees8
Clients1,900
DateMay 2016
Total AUM$312.5M
Discretionary$312.5M
Non-Disc.$0
Employees8
Clients1,900
DateMar 2016
Total AUM$312.5M
Discretionary$312.5M
Non-Disc.$0
Employees8
Clients1,900
DateNov 2015
Total AUM$359.7M
Discretionary$359.7M
Non-Disc.$0
Employees8
Clients2,000
DateOct 2015
Total AUM$359.7M
Discretionary$359.7M
Non-Disc.$0
Employees8
Clients2,000
DateJun 2015
Total AUM$359.7M
Discretionary$359.7M
Non-Disc.$0
Employees8
Clients2,000
DateMar 2015
Total AUM$359.7M
Discretionary$359.7M
Non-Disc.$0
Employees8
Clients2,000
DateOct 2014
Total AUM$356.6M
Discretionary$356.6M
Non-Disc.$0
Employees8
Clients2,500
DateMar 2014
Total AUM$356.6M
Discretionary$356.6M
Non-Disc.$0
Employees8
Clients2,500
DateOct 2013
Total AUM$342.8M
Discretionary$342.8M
Non-Disc.$0
Employees8
Clients2,500
DateAug 2013
Total AUM$342.8M
Discretionary$342.8M
Non-Disc.$0
Employees8
Clients2,500
DateJun 2013
Total AUM$342.8M
Discretionary$342.8M
Non-Disc.$0
Employees8
Clients2,500
DateMay 2013
Total AUM$342.8M
Discretionary$342.8M
Non-Disc.$0
Employees8
Clients2,500
DateMar 2013
Total AUM$342.8M
Discretionary$342.8M
Non-Disc.$0
Employees8
Clients2,500
DateNov 2012
Total AUM$356.8M
Discretionary$356.8M
Non-Disc.$0
Employees8
Clients2,500
DateApr 2012
Total AUM$356.8M
Discretionary$356.8M
Non-Disc.$0
Employees6
Clients2,500
DateMar 2012
Total AUM$356.8M
Discretionary$356.8M
Non-Disc.$0
Employees6
Clients2,500
DateAug 2011
Total AUM$253M
Discretionary$253M
Non-Disc.$0
Employees10
Clients--
DateAug 2011
Total AUM$253M
Discretionary$253M
Non-Disc.$0
Employees10
Clients--
DateMay 2011
Total AUM$253M
Discretionary$253M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$253M
Discretionary$253M
Non-Disc.$0
Employees10
Clients--
DateAug 2010
Total AUM$92.4M
Discretionary$92.4M
Non-Disc.$0
Employees10
Clients--
DateMay 2010
Total AUM$92.4M
Discretionary$92.4M
Non-Disc.$0
Employees10
Clients--
DateJan 2010
Total AUM$35M
Discretionary$32.5M
Non-Disc.$2.6M
Employees10
Clients--
DateOct 2007
Total AUM$68M
Discretionary$65.3M
Non-Disc.$2.7M
Employees10
Clients--
DateMay 2007
Total AUM$68M
Discretionary$65.3M
Non-Disc.$2.7M
Employees10
Clients--
DateMar 2007
Total AUM$68M
Discretionary$65.3M
Non-Disc.$2.7M
Employees10
Clients--
DateJan 2007
Total AUM$77.4M
Discretionary$75.1M
Non-Disc.$2.3M
Employees10
Clients--
DateMar 2006
Total AUM$77.4M
Discretionary$75.1M
Non-Disc.$2.3M
Employees10
Clients--
DateOct 2005
Total AUM$165.4M
Discretionary$164.1M
Non-Disc.$1.3M
Employees10
Clients--
DateMay 2005
Total AUM$165.4M
Discretionary$164.1M
Non-Disc.$1.3M
Employees10
Clients--
DateJan 2005
Total AUM$159.2M
Discretionary$159.2M
Non-Disc.$0
Employees10
Clients--
DateApr 2004
Total AUM$159.2M
Discretionary$159.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$159.2M
Discretionary$159.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$66.6M
Discretionary$66.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$48.9M
Discretionary$48.9M
Non-Disc.$0
Employees5
Clients--