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Serenus Wealth Advisors

Also known as serenus wealth

Wealth ManagerSanta Monica, United StatesFounded 2024
Santa Monica
Headquarters
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Investment Focus

About Serenus Wealth Advisors

Serenus Wealth Advisors is a wealth manager based in Santa Monica, US. Founded in 2024.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Serenus Wealth Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.5B
Total Clients
1,484
Filing Date
March 24, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Serenus Wealth Advisors across SEC, IRS, DOL and international registers — newest first.

13F
Serenus Wealth Advisors, LLC
Aug 5, 2026 · 2026 Q2
$573.0M
FORM ADV
SERENUS WEALTH ADVISORS, LLC
Jun 16, 2026
$1.5B
13F
Serenus Wealth Advisors, LLC
Apr 27, 2026 · 2026 Q1
$501.3M

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Serenus Wealth Advisors?

Serenus Wealth Advisors is a wealth manager based in Santa Monica, United States.

Where is Serenus Wealth Advisors headquartered?

Serenus Wealth Advisors is headquartered in Santa Monica, United States.

When was Serenus Wealth Advisors founded?

Serenus Wealth Advisors was founded in 2024.

How can I contact Serenus Wealth Advisors?

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