# Seterios Wealth Advisors

Seterios Wealth Advisors is an Asset Manager based in Scottsdale, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Scottsdale, United States
- **Region:** North America
- **Address:** Scottsdale, AZ, United States
- **Assets under management:** Undisclosed
- **Website:** seterioswealth.com

## Regulatory record

- **CRD number:** 322824
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/322824

## About

SETERIOS WEALTH ADVISORS, LLC is an SEC-registered investment adviser with $3 million in regulatory assets under management. The firm has 3 employees and 3 investment advisers. It operates with a small team.

## Questions

### Is Seterios Wealth Advisors a fiduciary?

As an SEC-registered investment advisor (RIA), Seterios operates under a fiduciary standard requiring it to place client interests ahead of its own. This structural obligation differentiates RIAs from broker-dealers, who operate under the less stringent suitability standard. The fiduciary duty applies to all investment recommendations the firm makes on behalf of its clients.

### Does Seterios manage institutional capital or only private wealth?

Seterios' regulatory filings and public presence indicate a focus on individual and high-net-worth family clients rather than institutional mandates. The firm's advisory services center on personal financial planning, retirement income strategies, and individual portfolio management — the classic domain of a private-wealth RIA.

### What type of investment approach does Seterios use?

Seterios constructs portfolios using individual equities, bonds, and mutual funds, tailored to each client's financial plan. The firm does not appear to operate proprietary pooled investment vehicles or alternative asset strategies. Portfolio management emphasizes long-term allocation aligned with client goals rather than short-term tactical trading.

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Last updated: 2026-06-03T20:00:00.000Z

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