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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

SEVENSUEDE INVESTMENT ADVISOR

SEVENSUEDE INVESTMENT ADVISOR LLC, CRD 298115

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c74c32a8-ae78-60d3-3ea2-2dd98b5a79f9

Data as of Jul 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Jul 10, 2026 to Jul 10, 2026
1 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $13.0MItem 5.F on the latest filing (2026-07-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $13.0M
Private client RAUM: $13.0MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 130
Individual clients: 125
High net worth clients: 5
CRD: 298115
Filings on the tape: 1
First filed: Jul 10, 2026
Latest filed: Jul 10, 2026
Organised: Limited Liability Company, AZ

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
KATELYN SIRRINE	n/a	GILBERT, AZ	8	13	n/a	no
Trennon Udall	n/a	Mesa, AZ	3	11	n/a	no
Derek Hargrove	n/a	GILBERT, AZ	0	14	n/a	no

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	2	-2	n/a	0	0	0	0	2

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SEROS WEALTH PARTNERS	2	Feb 4, 2026	Feb 17, 2026	GILBERT, AZ	Team lift out	Other	50.0%

Relationships

Registered with (5)

← Derek HargroveAdvisorregistration: current employment
Jun 16, 2026 to presentfactForm ADV
← Trennon UdallAdvisorregistration: current employment
Jan 19, 2023 to presentfactForm ADV
← KATELYN SIRRINEAdvisorregistration: current employment
Aug 3, 2018 to presentfactForm ADV
← Kaitlyn Ann-Crawley MorganAdvisorregistration: previous registration
Aug 14, 2023 to Feb 9, 2026factForm ADV
← Whitney M. HendricksAdvisorregistration: previous registration
Oct 9, 2024 to Feb 4, 2026factForm ADV

Moved with (1)

→ SEROS WEALTH PARTNERSRegistered adviser2 advisors, team lift out
Feb 4, 2026 to Feb 17, 2026factForm ADV

Dated events

Occurred
Feb 9, 2026
Advisor changed firm
Kaitlyn Ann-Crawley Morgan left Sevensuede Investment Advisor for Seros Wealth Partners (registered 2026-02-17)
Form ADVobserved 5 days ago
Occurred
Feb 4, 2026
Team lift-out
2 advisors left Sevensuede Investment Advisor (Gilbert, AZ) for Seros Wealth Partners within 5 days
Form ADVobserved 4 days ago
2 advisors
Occurred
Feb 4, 2026
Advisor changed firm
Whitney M. Hendricks left Sevensuede Investment Advisor for Seros Wealth Partners (registered 2026-02-13)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c74c32a8-ae78-60d3-3ea2-2dd98b5a79f9
First observed: Jul 10, 2026
Last observed: Jul 10, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SEVENSUEDE INVESTMENT ADVISOR

SEVENSUEDE INVESTMENT ADVISOR LLC, CRD 298115

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c74c32a8-ae78-60d3-3ea2-2dd98b5a79f9

Data as of Jul 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:44 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KATELYN SIRRINE

n/a

GILBERT, AZ

n/a

Trennon Udall

n/a

Mesa, AZ

n/a

Derek Hargrove

n/a

GILBERT, AZ

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SEROS WEALTH PARTNERS

Feb 4, 2026

Feb 17, 2026

GILBERT, AZ

Team lift out

Other

50.0%