# WRB Serra Partners

> WRB Serra Partners is an exempt reporting adviser in Tampa, FL, filing reports since 2015. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 281062
- Filed as: WRB SERRA PARTNERS
- Legal name: WRB Serra Capital Management, LLC
- Also doing business as: WRB SERRA CAPITAL MANAGEMENT, LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Tampa, FL
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/281062
- AdvisorCensus page: https://advisorcensus.com/firm/wrb-serra-partners-tampa-fl-281062

## Quick answers

**Where is WRB Serra Partners located?**
WRB Serra Partners' principal office is in Tampa, FL, according to its Form ADV.

**How does WRB Serra Partners report to regulators?**
WRB Serra Partners is an exempt reporting adviser, filing reports since 2015. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 281062.

**Does WRB Serra Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/281062

## From the Form ADV filing

### Firm details
- Reporting since: 2015 (11 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wrbserra.com
- LinkedIn @WRB-SERRA-PARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 31, 2021 |
| October 2022 | Not reported | Not reported | February 10, 2022 |
| October 2023 | Not reported | Not reported | March 10, 2023 |
| October 2024 | Not reported | Not reported | March 27, 2024 |
| October 2025 | Not reported | Not reported | March 28, 2025 |
| October 2026 | Not reported | Not reported | March 27, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. WRB Serra Partners (CRD 281062): Form ADV filing data as of October 2026.