SEMUS WEALTH PARTNERS, LLC
CRD #305758 SEC #801-117570 BOCA RATON, FL 561-465-7550
SEC Registered
Total AUM
$215.1M
Discretionary
$215M
Employees
3
Clients
26
Accounts
616
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $215.1M | $215M | $57.1K | 3 | 0 |
| Oct 2025 | $215.1M | $215M | $57.1K | 3 | 0 |
| Mar 2025 | $215.1M | $215M | $57.1K | 4 | 0 |
| Mar 2024 | $232.4M | $223.6M | $8.9M | 4 | 0 |
| Mar 2023 | $185M | $176M | $9.1M | 7 | 0 |
| Mar 2022 | $127.5M | $125.2M | $2.3M | 6 | 1 |
| Mar 2022 | $117M | $105.8M | $11.2M | 5 | 2 |
| Dec 2021 | $117M | $105.8M | $11.2M | 5 | 2 |
| Mar 2021 | $117M | $105.8M | $11.2M | 5 | 2 |
| Jun 2020 | $109M | $98.1M | $11M | 4 | 2 |
| Apr 2020 | $109M | $98.1M | $11M | 4 | 2 |
| Mar 2020 | $109M | $98.1M | $11M | 4 | 2 |
| Feb 2020 | $109M | $98.1M | $11M | 4 | 2 |
| Jan 2020 | $0 | $0 | $0 | 3 | 0 |
| Nov 2019 | $0 | $0 | $0 | 3 | 0 |
| Oct 2019 | $0 | $0 | $0 | 4 | 0 |
DateOct 2025
Total AUM$215.1M
Discretionary$215M
Non-Disc.$57.1K
Employees3
Clients0
DateOct 2025
Total AUM$215.1M
Discretionary$215M
Non-Disc.$57.1K
Employees3
Clients0
DateMar 2025
Total AUM$215.1M
Discretionary$215M
Non-Disc.$57.1K
Employees4
Clients0
DateMar 2024
Total AUM$232.4M
Discretionary$223.6M
Non-Disc.$8.9M
Employees4
Clients0
DateMar 2023
Total AUM$185M
Discretionary$176M
Non-Disc.$9.1M
Employees7
Clients0
DateMar 2022
Total AUM$127.5M
Discretionary$125.2M
Non-Disc.$2.3M
Employees6
Clients1
DateMar 2022
Total AUM$117M
Discretionary$105.8M
Non-Disc.$11.2M
Employees5
Clients2
DateDec 2021
Total AUM$117M
Discretionary$105.8M
Non-Disc.$11.2M
Employees5
Clients2
DateMar 2021
Total AUM$117M
Discretionary$105.8M
Non-Disc.$11.2M
Employees5
Clients2
DateJun 2020
Total AUM$109M
Discretionary$98.1M
Non-Disc.$11M
Employees4
Clients2
DateApr 2020
Total AUM$109M
Discretionary$98.1M
Non-Disc.$11M
Employees4
Clients2
DateMar 2020
Total AUM$109M
Discretionary$98.1M
Non-Disc.$11M
Employees4
Clients2
DateFeb 2020
Total AUM$109M
Discretionary$98.1M
Non-Disc.$11M
Employees4
Clients2
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0