Sem Wealth Management

Overview

Sem Wealth Management is an SEC registered investment adviser based in Tucson, AZ, registered since 1994. It reports $933M in assets under management across 4,065 accounts, with 11 employees. It has 8 investment adviser representatives.

Reported AUM

$933M

Discretionary

79%

Accounts

4,065

Average account

$23K

Employees

11

Advisory reps

8

Registered since

1994

Jurisdictions

29

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 2 of 2

• Richard Chandler Gage President, Chief Compliance Officer, Treasurer CRD 2658551
• Jeffrey Scott Hybiak Vice President, Secretary CRD 4413785

Advisory reps 3 of 8

• Shannon Kofford Chandler Investment Adviser Rep CRD 3106991
• Edward Ralph Dudley Investment Adviser Rep CRD 1855258
• Richard Chandler Gage Investment Adviser Rep CRD 2658551

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

7367 E Tanque Verde Rd
Tucson, AZ 85715

County

Pima

Metro area

Tucson, AZ

Region

West

Registrations

• SEC registered
• Registered in 29 jurisdictions
• Website: semwealth.com

Every state, with registration dates

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