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SEMUS WEALTH PARTNERS, LLC
SEMUS WEALTH PARTNERS, LLC
BOCA RATON, Florida
·
2 registered advisors
·
CRD# 305758
SEC# 801-117570
2
561-465-7550
01
Firm Overview
AUM
$232M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at SEMUS WEALTH PARTNERS, LLC
2 registered advisors
Helen J Semus
BOCA RATON, Florida
CRD# 5654555
Henry Laffer
DELRAY BEACH, Florida
CRD# 7184407
05
Office Locations
BOCA RATON, Florida
1 advisor
DELRAY BEACH, Florida
1 advisor
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Data sourced from SEC Form ADV filings. SEMUS WEALTH PARTNERS, LLC (CRD# 305758) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.