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Manager/chief Executive Officer/chief Compliance Officer · Semus Wealth Partners, LLC

Helen J Semus

CRD 5654555 · Named on Form ADV at one SEC-registered adviser

At a glance

Semus Wealth Partners, LLC, an SEC-registered wealth manager based in Boca Raton, FL with $263 million in regulatory assets, lists Helen J Semus on its Form ADV as Manager/chief Executive Officer/chief Compliance Officer, a control person.

Firms and roles

  • Semus Wealth Partners, LLCManager/chief Executive Officer/chief Compliance OfficerWealth manager · Boca Raton, FL · $263M in regulatory assets

AtlasMembers

Helen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
Locked
Each firm’s assets and growth
Locked
Search and export owners by title, state and firm size
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2009 (17 years)
Designations
Certified Financial Planner
Exams
Series 66
Registered in
2 states
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Helen’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
2 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Helen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.