| Name | Title | Ownership | Since |
|---|---|---|---|
| Erica Hamblen Control | Chief Compliance Officer | Under 5% | 2024 |
| Richard Gordon Faw Control | President | Over 75% | 2011 |
| Stephen Alfred Way | Partner | 10-25% | 2021 |
Setarcos Wealth Advisors LLC reports $111.7 million in regulatory assets under management on its Form ADV.
Setarcos Wealth Advisors LLC reports 3 employees.
Setarcos Wealth Advisors LLC is based in Philadelphia, PA and has been SEC-registered since 2026.
Setarcos Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 325 Chestnut Street, Suite 800, Philadelphia, PA 19106 |
| Phone | 267-504-4905 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $111.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $111.7M |