# Gregory Grimes

> Gregory Grimes is a fee-only financial advisor at SEM Wealth Management in Columbia, Missouri. Gregory focuses on sustainable & impact investing. SEM Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/gregory-grimes/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** SEM Wealth Management
- **Based in:** Columbia, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $933.5M across 4,065 accounts
- **Specialties:** Sustainable & impact investing
- **CRD:** 2532212 (https://adviserinfo.sec.gov/individual/summary/2532212)
- **SEC registration:** Investment adviser representative in MO
- **Exams passed:** Series 63 (1994), Series 65 (2006)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://www.semwealth.com/

## Frequently asked questions

### Is Gregory Grimes a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gregory 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 Gregory charge for financial advice?

Gregory's firm, SEM Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Gregory Grimes based?

Gregory Grimes is based in Columbia, Missouri.

### What does Gregory specialize in?

Gregory's specialties include sustainable & impact investing.

### Is Gregory Grimes registered with the SEC?

Yes. Gregory Grimes is registered as an investment adviser representative in MO (CRD 2532212), 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 Gregory Grimes?

Through Gregory's website, www.semwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2532212): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.semwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.