SETARCOS WEALTH ADVISORS LLC

SETARCOS WEALTH ADVISORS LLC of PHILADELPHIA, PA is an SEC-registered investment adviser (CRD 157930). Regulatory assets under management: $111.7M.

Registration

• CRD: 157930
• SEC file number: 801-135815
• Type: Registered investment adviser
• Location: 325 CHESTNUT STREET, SUITE 800, PHILADELPHIA, PA, 19106
• Phone: 267-504-4905
• Latest filing: 2026-05-18
• Regulatory AUM: $111.7M
• Discretionary AUM: $111.7M
• Clients: 3
• Accounts: 229

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 157930 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search