Overview
Assets Under Management: $112 million
Headquarters: PHILADELPHIA, PA
High-Net-Worth Clients: 40
Average Client Assets: $2.6 million
Frequently Asked Questions
SETARCOS WEALTH ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #157930), SETARCOS WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
SETARCOS WEALTH ADVISORS LLC is headquartered in PHILADELPHIA, PA.
SETARCOS WEALTH ADVISORS LLC serves 40 high-net-worth clients according to their SEC filing dated March 10, 2026. View client details ↓
According to their SEC Form ADV, SETARCOS WEALTH ADVISORS LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
SETARCOS WEALTH ADVISORS LLC manages $112 million in client assets according to their SEC filing dated March 10, 2026.
According to their SEC Form ADV, SETARCOS WEALTH ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.22%
Average Client Assets: $2.6 million
Total Client Accounts: 229
Discretionary Accounts: 229
Regulatory Filings
CRD Number: 157930
Filing ID: 2054257
Last Filing Date: 2026-03-10 13:29:40