A complete list of active advisors currently associated with Seterios Wealth Advisors, LLC

Warmer can help you find a great advisor at Seterios Wealth Advisors, LLC or one who fits your needs even better.

SETERIOS Wealth Advisors LLC provides discretionary portfolio and investment management exclusively to “Qualified Clients,” including high‑net‑worth individuals, families, trusts, estates, charitable organizations, and corporations, and does not offer financial planning services. The firm operates as a small boutique with three advisors and manages approximately $2.74 million in discretionary assets for a very limited client base. The firm’s investment approach emphasizes active management of the aggressive and aggressive‑growth portions of client portfolios and a focused passive‑income sleeve, using fundamental and technical analysis to construct diversified allocations of mutual funds, ETFs, and individual equities. Portfolio implementation may include margin, short sales, and option strategies (including covered calls), and positions are generally long‑term but can be reallocated tactically in response to market conditions. Distinctive features compared with peers include a compensation model that relies solely on performance‑based fees rather than a percentage‑of‑AUM fee structure and a strict focus on Qualified Clients rather than retail individual clients. The adviser also recommends Interactive Brokers as custodian, may participate in soft‑dollar arrangements, and manages a very small number of client accounts relative to most supported firms.

To learn more about the advisors currently working at Seterios Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.