SEM WEALTH MANAGEMENT

Legal name: STRATEGIC EQUITY MANAGEMENT, INC.

CRD 112142File 801-55690

APPROVED

Retail clients

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$933.5M

Above cohort median (national)

Discretionary AUM

$734.6M

Non-discretionary $198.9M

Clients

1,990

4,065 accounts

Employees

Top 25% of cohort in AZ

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Jul 2, 1998
Principal office: 7367 E. TANQUE VERDE RD, TUCSON, AZ, 85715-3475
Phone: 520-749-4580
Website: HTTPS://WWW.SEMWEALTH.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $933.5M
Discretionary AUM: $734.6M
Non-discretionary AUM: $198.9M
Discretionary accounts: 3,936
Non-discretionary accounts: 129
Total accounts: 4,065
AUM per client: $469K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$220K
Charitable organizations	10	$1.5M
Other investment advisers	Fewer than 5	$180.1M
High net worth individuals	260	$416.2M
Individuals (other than high net worth individuals)	1,720	$335.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.