Richard Gage
SEM Wealth Management · Tucson, Arizona
Richard Gage is a fee-only financial advisor at SEM Wealth Management in Tucson, Arizona. Richard 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 AZ, TX · CRD 2658551 |
| Exams passed | Series 63 (2000) · Series 65 (1995) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.semwealth.com |
How Richard'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 Richard
Is Richard Gage a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard 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 Richard charge for financial advice?
Richard's firm, SEM Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Richard Gage based?
Richard Gage is based in Tucson, Arizona.
What does Richard specialize in?
Richard's specialties include sustainable & impact investing.
Is Richard Gage registered with the SEC?
Yes. Richard Gage is registered as an investment adviser representative in AZ and TX (CRD 2658551), 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 Richard Gage?
Through Richard'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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