Serene Wealth Planning, LLC
Firm details
- Headquarters
- Everett, Washington
- CRD number
- 304903
- Website
- www.sereneplanning.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals67.3%
- HNWI32.7%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Serene Wealth Planning, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm focuses on financial planning and portfolio management for individuals, families and small-business owners. Compensation is a mix of percentage-of-assets-under-management and hourly fees. The adviser does not present itself as a capital allocator, does not describe active ESG investing, and is not registered as a multi-state adviser in the filing data provided.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- US Government Bonds17%
- Exchange Traded Equities11%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Jesse Deason
Owner and Financial PlannerCRD 6595583
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Everett, WA
Snohomish
Location
Everett, WA
Headquartered in Everett, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- Snohomish
- Address
- 1721 Hewitt Ave
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Elderrock Financial LLC
RIAEverett, WA
Viceroy Investment Advisors LLC
RIAEverett, WA
Pacific Crest Financial Advisors, LLC
RIAEverett, WA
Madrona Financial & Cpas
RIAEverett, WA
Legion Private Wealth Management
RIAEllensburg, WA
Retirement Strategies
RIALongview, WA