Edward Dudley
SEM Wealth Management · New Kent, Virginia
Edward Dudley is a fee-only financial advisor at SEM Wealth Management in New Kent, Virginia. Edward focuses on sustainable & impact investing. SEM Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | SEM Wealth Management |
|---|---|
| Based in | New Kent, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $933.5M across 4,065 accounts |
| SEC registration | Investment adviser representative in NC · CRD 1855258 |
| Exams passed | Series 63 (1997) · Series 65 (2021) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.semwealth.com |
How Edward's firm compares
- SEM Wealth Management's average account is about $230,000, from its Form ADV (assets managed divided by 4,065 accounts).
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Questions about Edward
Is Edward Dudley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and SEM Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Edward charge for financial advice?
Edward's firm, SEM Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Edward Dudley based?
Edward Dudley is based in New Kent, Virginia.
What does Edward specialize in?
Edward's specialties include sustainable & impact investing.
Is Edward Dudley registered with the SEC?
Yes. Edward Dudley is registered as an investment adviser representative in NC (CRD 1855258), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does SEM Wealth Management manage?
SEM Wealth Management reports $933.5M across 4,065 accounts in assets under management.
How do I contact Edward Dudley?
Through Edward's website, www.semwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEM Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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