Semus Wealth Partners

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

150 E Palmetto Park Rd Ph Ste 800, Boca ...

Phone Number

(561) 465-7550

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Semus Wealth Partners

Semus Wealth Partners is a registered investment advisory firm based in Boca Raton, FL, offering investment advisory services to help clients secure their financial present and future. The firm provides access to client accounts through secure portals and partners with Charles Schwab for account custody. Their services are tailored for individuals seeking professional financial guidance and investment management. Semus Wealth Partners emphasizes a collaborative approach to wealth management.Explore more
Popular SearchesSemus Wealth Partners LLCSemus Wealth PartnersWealth Partners LLCSIC Code 62,628NAICS Code 52,523Show more

Semus Wealth Partners Org Chart

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Chief Executive Officer

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Managing Director, Private Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Semus Wealth Partners

<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Semus Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Semus Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Semus Wealth Partners.

Semus Wealth Partners Tech Stack

A closer look at the technologies used by Semus Wealth Partners

Semus Wealth Partners News & Media

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Frequently Asked Questions Regarding Semus Wealth Partners

What is Semus Wealth Partners's official website?
Semus Wealth Partners's official website is www.semuswp.com
What is Semus Wealth Partners's Revenue?
Semus Wealth Partners's revenue is <$5 Million
What is Semus Wealth Partners's SIC code?
Semus Wealth Partners's SIC: 62,628
What is Semus Wealth Partners's NAICS code?
Semus Wealth Partners's NAICS: 52,523
How many employees does Semus Wealth Partners have?
Semus Wealth Partners has 1-10 employees
What industry does Semus Wealth Partners belong to?
Semus Wealth Partners is in the industry of: Finance, Securities Trading
What is Semus Wealth Partners competition?
Semus Wealth Partners top competitors include: Pillar Wealth Management, Wealth Advisory Services, Hudson Valley Wealth Management, Reynolds Wealth Management
What technology does Semus Wealth Partners use?
Some of the popular technologies that Semus Wealth Partners uses are: reCAPTCHA, Cloudflare Website Optimization, Microsoft Dynamics CRM, Microsoft 365
How do I contact Semus Wealth Partners?
Semus Wealth Partners contact info: Phone number: (561) 465-7550 Website: www.semuswp.com
What does Semus Wealth Partners do?

Semus Wealth Partners is a registered investment advisory firm based in Boca Raton, FL, offering investment advisory services to help clients secure their financial present and future. The firm provides access to client accounts through secure portals and partners with Charles Schwab for account custody. Their services are tailored for individuals... seeking professional financial guidance and investment management. Semus Wealth Partners emphasizes a collaborative approach to wealth management.Read More

Is Semus Wealth Partners a public company?
Semus Wealth Partners is private company therefore does not currently have an official ticker symbol
See more information about Semus Wealth Partners

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