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SETARCOS WEALTH ADVISORS LLC

PHILADELPHIA, PA · CRD 157930 · IAPD ↗ · 267-504-4905

$111.7MRegulatory AUM
2Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

46
June 2026 — SETARCOS WEALTH ADVISORS LLC notice-filed in CA, GA, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2026 — SETARCOS WEALTH ADVISORS LLC (PHILADELPHIA, PA) is newly SEC-registered with $111.7M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.