Seros Wealth Partners

CRD 166808 · Gilbert, AZ · $359.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 166808
SEC number: 801-120609
Firm type: RIA
Assets under management: $359.2M as of Jun 5, 2026
Website: www.facebook.com/SEROSFINANCIAL ↗
Phone: 480-967-1155
Address: 155 E Rivulon Blvd, Gilbert, AZ, 85297

Advisors at this firm

7 in our index · page 1 of 1

Jill E BaumesCRD 5323816 · Gilbert, AZ

IA RegisteredRegistration inactive
Sherod Norton BigelowCRD 4227114 · Gilbert, AZ

IA RegisteredRegistration inactive
Whitney M. HendricksCRD 7977016 · Gilbert, AZ

IA Registered
Ashlee Victoria MerkleyCRD 7065046 · Gilbert, AZ

IA RegisteredRegistration inactive
Kaitlyn Ann-Crawley MorganCRD 7788526 · Gilbert, AZ

IA Registered
Jeremy Windell SmithCRD 5058621 · Gilbert, AZ

IA RegisteredRegistration inactive

Disclosure event(s) on record
Jeffrey Peterson WilcockCRD 2034946 · Gilbert, AZ

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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