WRB SERRA PARTNERS
Firm details
- Headquarters
- TAMPA, Florida
- CRD number
- 281062
- Registered since
- August 4, 2015
Firm profile
FINTRXOverview
WRB Serra Partners is an individually owned limited liability company that has been SEC-registered since 2015. The firm functions as a sponsor and general partner, serving as the managing member of pooled investment vehicles rather than operating as a traditional multi-state advisory firm. It does not identify as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3ERIC WENICK
PartnerCRD 2791498
GEORGE BLANCHARD
PartnerCRD 4366783
ROBERT BLENKER
PartnerCRD 6539001
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TAMPA, FL
HILLSBOROUGH
Location
TAMPA, FL
Headquartered in TAMPA, FL, in the South of the United States.
- Region
- South
- County
- HILLSBOROUGH
- Address
- 1414 W Swann Ave
- Time zone
- ET (UTC-5)
- Office locations
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