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SERENE WEALTH PLANNING, LLC
CRD 304903
1721 HEWITT AVE, SUITE 511, EVERETT, WA, 98201, United States
Phone
425-903-8188
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$7.3M
Discretionary AUM
$7.3M
Team
1 total employees; 1 advisory reps; 8 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $4.9M |
| High net worth individuals | 2 | $2.4M |
All web addresses on file
Official SEC filing: View on IAPD