SEM WEALTH MANAGEMENT
Tucson, Arizona
SEM Wealth Management, a renowned investment advisory firm headquartered in Tucson, AZ, has established a strong presence in the financial industry. With a vast client base of over 1,290 individuals, the firm manages an impressive portfolio worth more than $817,873,000. Operating from two well-equipped offices, SEM Wealth Management offers a comprehensive range of financial services. Although the firm's expertise extends beyond individual and 401K accounts, these categories represent less than 30% of the total assets under management. SEM Wealth Management also excels in managing employer funds and prides itself on its ability to...
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Assets Under Mgmt

$817.87M

Investment Professionals

4

Locations

1

% 401K & Individual

24%

% Discretionary

44%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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