Skip to content

Whitney M. Hendricks

Investment adviser representative at Seros Wealth Partners
10 yearsExperience
1 stateRegistered in
$359.2MFirm assets
5 yearsFirm in business

Are you Whitney M. Hendricks? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlySubscriptionFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Seros Wealth PartnersFeb 2026 to now
  2. Seros FinancialFeb 2026 to now
  3. Sevensuede InvestmentsAug 2024 to Feb 2026
  4. HomemakerFeb 2016 to Aug 2024

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (AZ).

Seros Wealth Partners

Legal name: Seros Financial, LLC

$359.2MAssets managed
457Clients
8Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7977016
Firm CRD
166808
Advisor's SEC record (opens in a new tab)
CallContact this firm