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 work with individuals and families, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements, which supports both ongoing asset management relationships and project-based planning engagements. The adviser is not positioned as a capital allocator and relies on external managers for alternative exposures. It does not identify as an active ESG investor and is not presented as a multi-state adviser in the provided data.

Assets & Accounts

Public Holdings

Investments & Alternatives