Skip to main content

STRATEGIC EQUITY MANAGEMENT, INC.

Doing business as SEM WEALTH MANAGEMENT. SEC Form ADV profile.

Total regulatory AUM
$933,491,000
Discretionary
$734,623,000
Non-discretionary
$198,868,000

Firm details

CRD number
112142
SEC file number
801-55690
Main office
TUCSON, AZ, United States
Employees
11
SEC status
Approved
Fee structure
Percentage of AUM

As of October 2026.