Data / Investment advisers / Arizona / Sem Wealth Management
Sem Wealth Management, Tucson, AZ: $933 million AUM, SEC registered investment adviser
Sem Wealth Management is an SEC registered investment adviser with its main office in Tucson, Arizona and reports $933 million in regulatory assets under management in its Form ADV filed March 24, 2026. Its clients include high net worth individuals, individuals and other investment advisers. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 112142
- SEC file number
- 801-55690
- SEC status
- Approved, effective July 2, 1998
- Legal name
- Strategic Equity Management, Inc.
- Main office
- 7367 E. Tanque Verde Rd, Tucson, AZ 85715
- Phone
- (520) 749-4580
- Regulatory AUM
- $933,491,000 in the Form ADV filed March 24, 2026
- Discretionary AUM
- $734,623,000
- Non discretionary AUM
- $198,868,000
- Accounts
- 4,065
- Employees
- 11, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 260 | $416.2 million |
| Individuals (other than high net worth individuals) | 1,720 | $335.5 million |
| Other investment advisers | Fewer than 5 | $180.1 million |
| Charitable organizations | 10 | $1.5 million |
| Corporations or other businesses | Fewer than 5 | $220,000 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $933.5 million | March 24, 2026 |
| December 1, 2025 | $920.5 million | November 10, 2025 |
Other advisers in Tucson
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Davis Selected Advisers LP | Tucson | $30.12 billion | Not listed | adviserinfo.sec.gov |
| Tci Wealth Advisors, Inc. | Tucson | $5.37 billion | Not listed | adviserinfo.sec.gov |
| GR Financial Group, LLC | Tucson | $1.05 billion | Not listed | adviserinfo.sec.gov |
| Wealth Management Partners, LLC | Tucson | $793.5 million | Not listed | adviserinfo.sec.gov |
| Financial Directions LLC | Tucson | $737.8 million | Not listed | adviserinfo.sec.gov |
| Ironwood Financial, LLC | Tucson | $662.5 million | Not listed | adviserinfo.sec.gov |
| Cambridge Financial Group, LLC | Tucson | $645.8 million | Not listed | adviserinfo.sec.gov |
| Nova Financial Services | Tucson | $469.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Tucson, AZ
- Investment advisers in Arizona
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Sem Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.