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Setarcos Wealth Advisors LLC

EST. AUM
$111,675,224

CONTACTS

CLIENT ACCOUNTS
229

Firm Details

Metro area Philadelphia
CRD Number 157930
Website setarcosllc.com
Client types

Overview

Setarcos Wealth Advisors LLC is a private, fee-only wealth management firm that serves as a fiduciary for high-net-worth individuals and families. The firm’s investment approach is anchored in long-term discipline, emphasizing diversification across asset classes and the use of low-cost index strategies to minimize fees and taxes. Setarcos operates under a philosophy that market timing is counterproductive, favoring passive strategies and a proactive, consultative process to help clients reach their personal financial goals. While specific aggregate AUM is not explicitly detailed in recent marketing materials, the firm maintains a high-touch service model, often requiring a $1 million minimum for assets under management to ensure personalized engagement for each client.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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