Gregory Grimes
SEM Wealth Management · Columbia, Missouri
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.
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Specialties
Facts
| Firm | SEM Wealth Management |
|---|---|
| Based in | Columbia, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $933.5M across 4,065 accounts |
| SEC registration | Investment adviser representative in MO · CRD 2532212 |
| Exams passed | Series 63 (1994) · Series 65 (2006) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.semwealth.com |
How Gregory'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 Gregory
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.
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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