A complete list of active advisors currently associated with SEM Wealth Management

Warmer can help you find a great advisor at SEM Wealth Management or one who fits your needs even better.

SEM Wealth Management provides discretionary investment supervisory services and financial planning to individuals, high‑net‑worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. Most clients are referred by non‑affiliated financial advisors and the firm manages both discretionary and non‑discretionary accounts across tactical, dynamic, and strategic program offerings. SEM’s investment approach centers on mechanical, proprietary models that combine technical analysis (including relative strength), quantitative methods, and economic trend analysis, with monitoring cadences that range from daily to quarterly and trades executed when model signals occur. The firm develops these models using extensive computer back‑testing and in‑sample/out‑of‑sample testing and incorporates hypothetical model results into its program materials and reports. What distinguishes SEM from many peers is its role as a model provider to other advisers and platforms — SEM makes model portfolios available under license and on third‑party platforms (for example Axos MMX, Orion OPS, and CFI Flex UMA, and via a model license with Geneos/GWM) and receives platform‑based asset fees and fee sharing with referring advisors. The firm also manages a relatively large client base for its team size—nearly 2,000 clients supported by nine advisors—and discloses program‑level back‑test and model performance information in its materials.

To learn more about the advisors currently working at SEM Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.