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 individuals and families, offering a mix of financial planning and portfolio management for individual and small-business clients. Its advisory services include financial planning, pension consulting, selecting third‑party managers, and running educational seminars and workshops. Seren operates as a capital allocator and charges clients via a combination of AUM fees, hourly billing, and fixed fees. The firm does not position itself as an ESG investor and is not identified as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices