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SERENUS WEALTH ADVISORS, LLC
CRD 332034 · SEC 801-130660
1299 OCEAN AVE, SUITE 710, SANTA MONICA, CA, 90401, United States
Phone
917-539-2411
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.47B
Discretionary AUM
$1.16B
Team
6 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $7.9M |
| High net worth individuals | 123 | $1.46B |
States served
CA, NJ, NY, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD