Jeffrey Hybiak
SEM Wealth Management · Tucson, Arizona
Jeffrey Hybiak is a fee-only financial advisor at SEM Wealth Management in Tucson, Arizona, who holds the CFA credential. Jeffrey 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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in AZ, VA · CRD 4413785 |
| Exams passed | Series 66 (1999) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.semwealth.com |
| Profile |
How Jeffrey'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 Jeffrey
Is Jeffrey Hybiak a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey 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 Jeffrey charge for financial advice?
Jeffrey's firm, SEM Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Jeffrey Hybiak based?
Jeffrey Hybiak is based in Tucson, Arizona.
What does Jeffrey specialize in?
Jeffrey's specialties include sustainable & impact investing.
What credentials does Jeffrey Hybiak hold?
Jeffrey Hybiak holds the CFA credential.
Is Jeffrey Hybiak registered with the SEC?
Yes. Jeffrey Hybiak is registered as an investment adviser representative in AZ and VA (CRD 4413785), 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 Jeffrey Hybiak?
Through Jeffrey'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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