Setarcos Wealth Advisors LLC
Setarcos Wealth Advisors LLC is an SEC-registered wealth manager with $111.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Setarcos Wealth Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 157930, data through 2026-05-18.
- AUM (assets under management / regulatory AUM)
- $111.7M (2026-05-18)
- Firm type
- Wealth Manager
- Employees
- 3
- Clients
- 54
- CRD
- 157930
- Ownership
- WAY, STEPHEN, ALFRED; Hamblen, Erica; FAW, RICHARD, GORDON
How much AUM does Setarcos Wealth Advisors LLC have?
Setarcos Wealth Advisors LLC reported $111.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-18).
Who owns Setarcos Wealth Advisors LLC?
Disclosed owners and executives of Setarcos Wealth Advisors LLC include WAY, STEPHEN, ALFRED, Hamblen, Erica, FAW, RICHARD, GORDON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.