Setarcos Wealth Advisors LLC

Setarcos Wealth Advisors LLC (CRD# 157930) is a financial advisory firm headquartered in Philadelphia, PA. They manage $73,358,204 in 202 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
325 Chestnut Street, Suite 800, Philadelphia, PA 19106
http://setarcosllc.com/
By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    202
    ACCOUNTS
  • Average Account Value
    $363,159
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, GA, PA, TX

Financial Advisors at Setarcos Wealth Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Richard Faw, financial advisor Philadelphia PA
Richard G. Faw
CRD#: 5922307
325 Chestnut Street, Suite 800, Philadelphia, PA 19106

Richard Faw (CRD# 5922307) is an Investment Advisor Representative working at Setarcos Wealth Advisors LLC in Philadelphia, PA and has 1 year of experience in the finance industry.

2
Stephen Way, financial advisor Philadelphia PA
Stephen A. Way
CRD#: 6302406
325 Chestnut Street, Suite 800, Philadelphia, PA 19106

Stephen Way (CRD# 6302406) is an Investment Advisor Representative working at Setarcos Wealth Advisors LLC in Philadelphia, PA and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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