Serenus Wealth Advisors, LLC
Santa Monica, CA·SEC-registered · CRD #332034
Serenus Wealth Advisors, LLC is an SEC-registered investment advisory firm in Santa Monica, CA managing $1.5B across 1.9k client accounts, with 6 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.5B
Client accounts
1.9k
Advisory staff
6
Fee model
Fee-based
How Serenus Wealth Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Serenus Wealth Advisors, LLC
How much does Serenus Wealth Advisors, LLC manage?
Per its most recent SEC Form ADV filing (06/16/2026), Serenus Wealth Advisors, LLC reports $1.5B in regulatory assets under management across roughly 1.9k client accounts.
How does Serenus Wealth Advisors, LLC charge?
Serenus Wealth Advisors, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Serenus Wealth Advisors, LLC a fiduciary?
Yes. Serenus Wealth Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #332034), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Serenus Wealth Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Serenus Wealth Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Santa Monica, CA
Profile compiled from Serenus Wealth Advisors, LLC's public SEC Form ADV filing (CRD #332034, filed 06/16/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Serenus Wealth Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Serenus Wealth Advisors, LLC? Claim this profile.