← Back to searchVisit website
SETARCOS WEALTH ADVISORS LLC
CRD 157930 · SEC 801-135815
325 CHESTNUT STREET, SUITE 800, PHILADELPHIA, PA, 19106, United States
Phone
267-504-4905
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$111.7M
Discretionary AUM
$111.7M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $6.5M |
| High net worth individuals | 40 | $105.2M |
States served
CA, GA, PA, TX
All web addresses on file
Official SEC filing: View on IAPD