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Building 2SERENUS WEALTH ADVISORS, LLC

Map pinSANTA MONICA, CA
Phone917-539-2411
NotebookSEC #801-130660
Total AUM
$1.5B
Employees
6
Clients
142

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1299 OCEAN AVE
SUITE 710
SANTA MONICA
CA 90401
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
917-539-2411
Other Offices
1

ReceiptFinancials

Total AUM
$1.5B
Accounts
1,484
Discretionary
$1.2B
Accounts
1,091
Non-Discretionary
$317.6M
Accounts
393

ContactClients

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Individual Clients
18
AUM
$7.9M
HNW Individual Clients
123
AUM
$1.5B
Charitable Organization Clients
1
AUM
$1.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLNJNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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