Semus Wealth Partners, LLC

Semus Wealth Partners, LLC is a registered investment advisor offering a wrap fee program that provides portfolio management services without separate brokerage commissions. Clients must enter into an agreement with Semus Wealth and open a securities brokerage account with approved institutions. The firm offers financial planning, consulting, and investment management services. The Program fee is up to 2% of assets under management, prorated and charged monthly. Clients have discretion over decisions, and Semus Wealth may recommend additional services for compensation. The firm does not charge higher fees based on trading activity. Clients may incur additional charges from third parties. Semus Wealth does not accept performance-based fees or engage in side-by-side management. The firm offers services to individuals, high net worth individuals, families, and various entities. Investment strategies focus on long-term diversified portfolios. The firm does not have any disciplinary events or financial conditions impairing its commitments. Semus Wealth recommends clients custody accounts at unaffiliated broker/dealers and reviews accounts regularly, providing reports to clients. The firm does not receive benefits for advice from third parties and has referral arrangements with solicitors. Semus Wealth maintains a Code of Ethics and does not have bankruptcy petitions in its history.