James Stover
SEM Wealth Management · Tucson, Arizona
James Stover is a fee-only financial advisor at SEM Wealth Management in Tucson, Arizona. James 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 | Tucson, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $933.5M across 4,065 accounts |
| SEC registration | Investment adviser representative in CO · CRD 5161221 |
| Exams passed | Series 65 (2006) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.semwealth.com |
How James'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 James
Is James Stover a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?
James's firm, SEM Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is James Stover based?
James Stover is based in Tucson, Arizona.
What does James specialize in?
James's specialties include sustainable & impact investing.
Is James Stover registered with the SEC?
Yes. James Stover is registered as an investment adviser representative in CO (CRD 5161221), 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 James Stover?
Through James'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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