Setarcos Wealth Advisors LLC
● SEC registered since 2026CRD 157930SEC# 801-135815Philadelphia, PA
Reg. AUM
$111.7M
Employees
3
Accounts
229
Location
Philadelphia, PA
Setarcos Wealth Advisors LLC assets under management
Setarcos Wealth Advisors LLC operates as an SEC-registered investment adviser based in Philadelphia, PA. The firm has been registered since 2026. It reports $111.7 million in regulatory assets under management and employs 3 people.
Setarcos Wealth Advisors LLC owners & executives
3 reported| 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 |
Frequently asked questions
How much does Setarcos Wealth Advisors LLC manage?
Setarcos Wealth Advisors LLC reports $111.7 million in regulatory assets under management on its Form ADV.
How many employees does Setarcos Wealth Advisors LLC have?
Setarcos Wealth Advisors LLC reports 3 employees.
Where is Setarcos Wealth Advisors LLC located?
Setarcos Wealth Advisors LLC is based in Philadelphia, PA and has been SEC-registered since 2026.
Does Setarcos Wealth Advisors LLC disclose fund performance?
Setarcos Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$111.7MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$111.7Mregulatory AUM
Discretionary $111.7M