Seterios Wealth Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 322824
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Seterios Wealth Advisors, LLC is a limited liability company that focuses on providing portfolio management services primarily for individuals and small businesses. The firm operates with a performance-based fee structure and caters to a client base that includes both individual investors and families. While it does not actively engage in environmental, social, and governance (ESG) investing, Seterios Wealth Advisors has carved out a niche in managing investments through a variety of alternative investment strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents15%
Owners & executives
1 of 1Karen Lima
Chief Compliance Officer, Investment Advisor RepresentativeCRD 7628480
Contacts
2 of 2James Cooper
Principal, Managing DirectorCRD 6485444
Adam Burmeister
Equities TraderCRD 7628526
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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