# Seros Wealth Partners

Seros Wealth Partners is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 166808
- **SEC file number:** 801-120609
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/166808

## About

Seros Wealth Partners is an SEC-registered investment adviser in Gilbert, AZ, registered since 2021. The firm manages approximately $359 million in regulatory assets. It has 10 employees and 7 investment advisers.

## Sectors

- Private Wealth
- Multi-Family Office

## Questions

### What investment stages does Seros Wealth Partners typically target?

The investment stage preference for Seros Wealth Partners is not specified in public sources. Multi-family offices often invest across stages, from growth equity to buyouts and real assets, depending on the families' risk tolerance. Without explicit data, it is reasonable to infer a diversified approach covering private market opportunities.

### Which sectors does Seros Wealth Partners explicitly avoid?

Seros Wealth Partners has not disclosed specific sectors it avoids. Most multi-family offices impose negative screens based on family values, such as excluding fossil fuels or tobacco, but these are confidential. The firm's public silence means no sector exclusions can be confirmed.

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- [LCN Capital Management](https://altss.com/profile/lcn-capital-management-lp)
- [Cognis Retirement Group LLC](https://altss.com/profile/cognis-retirement-group-llc)

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Last updated: 2026-07-06T01:24:25.316Z

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