Serenus Wealth Advisors, LLC
Firm details
- Headquarters
- Santa Monica, California
- CRD number
- 332034
- Registered since
- July 12, 2024
- Website
- www.serenusadvisors.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI99.37%
- Individuals0.54%
- Charitable Organizations0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Serenus Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm serves primarily individuals and families with a mix of financial planning and portfolio management services, extending portfolio management to small businesses and institutional/business clients as well. Its fee schedule combines percentage-of-AUM billing with fixed fees. Serenus does not identify as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator; it also reports no related adviser relationships.
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 Funds65%
- Other22%
- State & Local Bonds7%
- Exchange Traded Equities2%
- US Government Bonds2%
Owners & executives
1 of 1
Lonny Elfenbein
Chief Compliance OfficerCRD 2937038
Contacts
3 of 6
Katherine Thorsey
Associate DirectorCRD 7632320
Kara Boccella
Founder and Managing PartnerCRD 2191952
Rebecca Tipp
DirectorCRD 7144996
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$580M in ETFs
98%
$567M
2%
$13.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $122M | 2,424,914 | 21.03% |
Location
Santa Monica, CA
Los Angeles
Location
Santa Monica, CA
Headquartered in Santa Monica, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 1299 Ocean Ave
- Time zone
- PT (UTC-8)
- Office locations
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