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CFP
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CFP

Helen Semus

Semus Wealth Partners, LLC
17 Years of Experience
Boca Raton, FL
Sells Insurance
View SEC Summary
View SEC Summary

Helen Semus is a CFP-designated registered investment advisor at Semus Wealth Partners, LLC, based in Boca Raton, FL, with 17 years of industry experience. Helen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 147 clients with $260M in assets under management.

Semus Wealth Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
147 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$262.7M

Fee Structure

Minimum Investment:$5M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Semus Wealth Partners charges an annual fee of up to 2.0% of assets under management. Fees are negotiable based on relationship size, complexity, and services rendered.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

150 E Palmetto Park Road, Suite 800, Boca Raton, FL, 33432

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Helen is the CEO and Private Wealth Advisor for Semus Wealth Partners LLC, dedicating nearly full-time hours to investment management and financial planning. She is also a Financial Advisor for PKS Financial, a broker-dealer for variable annuities and insurance, spending minimal time on insurance planning.

Employment History
Current Registrations
Semus Wealth Partners, LLC
November 2019 - Present · 6 yrs 11 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
March 2020 - September 2025 · 5 yrs 6 mos
Ameriprise Financial Services, INC.
August 2013 - December 2019 · 6 yrs 4 mos
Ameriprise Financial Services, INC.Broker
August 2013 - December 2019 · 6 yrs 4 mos
Edward Jones
June 2009 - September 2013 · 4 yrs 3 mos
Edward JonesBroker
May 2009 - September 2013 · 4 yrs 4 mos
State Registrations2 states
FLPA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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