Seros Wealth Partners
Seros Wealth Partners is an SEC-registered mass-market adviser in Tempe, AZ with $359.2M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Seros Wealth Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 166808, SEC 801-120609, data through 2026-06-05.
- AUM (assets under management / regulatory AUM)
- $359.2M (2026-06-05)
- Firm type
- Mass-Market Adviser
- Location
- Tempe, AZ
- Employees
- 10
- Clients
- 457
- CRD
- 166808
- Ownership
- SMITH, JEREMY, WINDELL; BIGELOW, SHEROD, NORTON; SMITH, SHAWNA, M; SMITH FAMILY TRUST
How much AUM does Seros Wealth Partners have?
Seros Wealth Partners reported $359.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-05).
Who owns Seros Wealth Partners?
Disclosed owners and executives of Seros Wealth Partners include SMITH, JEREMY, WINDELL, BIGELOW, SHEROD, NORTON, SMITH, SHAWNA, M, SMITH FAMILY TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.