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Adam Lee Burmeister

Seterios Wealth Advisors, LLC

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About Adam Lee Burmeister

Adam Burmeister is an investment advisor representative with Seterios Wealth Advisors, LLC, based in Lexington, Kentucky. Adam has been in the industry since 2012 and holds the Series 65 license. The firm's primary focus is on providing portfolio management for individuals. Adam Burmeister is also registered with the state of Florida and Kentucky.

Firm Information

Adam Burmeister is currently registered with Seterios Wealth Advisors, LLC. Seterios Wealth Advisors, LLC is an investment advisor with 3 investment adviser representatives. The firm manages $2,743,854 in regulatory assets for 2 high-net-worth individuals. The firm offers portfolio management for individuals.

$2.74M

Assets Under Management

2

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Adam Burmeister’s Registration & Firm History

KY

02/23/2024 - Present

Seterios Wealth Advisors, LLC (LEXINGTON KY)

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Licenses & Designations

IA

Issued 11/01/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Lee Burmeister.
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