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
Setarcos Wealth Advisors LLC
By the Numbers
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Total Assets Under Management73MILLION
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Total Number of Accounts202ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, GA, PA, TX
Financial Advisors at Setarcos Wealth Advisors LLC
1
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 (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.
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