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Setarcos Wealth Advisors LLC
SETARCOS WEALTH ADVISORS LLC is an SEC-registered investment adviser in PHILADELPHIA, PA, registered since 2026. The firm manages approximately $112 million...
Overview
SETARCOS WEALTH ADVISORS LLC is an SEC-registered investment adviser in PHILADELPHIA, PA, registered since 2026. The firm manages approximately $112 million in assets. It has 3 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Frequently asked questions
Who runs investment decisions at Setarcos Wealth Advisors?
Setarcos Wealth Advisors LLC does not publicly disclose its investment committee members or lead portfolio managers. The firm's principals have not been named in public filings or press coverage accessible for this profile.
Does Setarcos participate in fund commitments or only direct deals?
The firm's investment approach includes both fund commitments and direct investments, tailored to client allocations. Public detail on the ratio of direct deals versus fund investments has not been provided by the firm.
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