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SEMMAX FINANCIAL ADVISORS, INC.

WINSTON-SALEM, NC · CRD 144978 · IAPD ↗ · quieroretirarmidinero.com · 336-856-0080

$495.4MRegulatory AUM
7Advisory reps
18Employees
70Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — SEMMAX FINANCIAL ADVISORS, INC. reported RAUM up 25% ($395.3M -> $495.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
28
April 2025 — SEMMAX FINANCIAL ADVISORS, INC. changed its website from gruposemmax.com to quieroretirarmidinero.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
61
April 2025 — SEMMAX FINANCIAL ADVISORS, INC. reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
76
April 2024 — SEMMAX FINANCIAL ADVISORS, INC. reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.