Seren Wealth Advisors, LLC

Overview

Seren Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and acts as a capital allocator—selecting and directing third‑party managers as part of its model. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, educational workshops, and pension consulting services. Fee arrangements are flexible and include percentage‑of‑AUM billing as well as hourly and fixed‑fee engagements. Seren does not identify as an active ESG investor and is not structured as a multi‑state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives