SERENITY WEALTH ADVISORS LLC

Overview

Serenity Wealth Advisors LLC is an individual-owned limited liability company that provides financial planning services and operates on a fee-for-service basis. The firm charges fixed fees and hourly fees rather than asset-based advisory fees, and it does not identify as an active ESG investor. Regulatory registration year is not listed. Serenity Wealth Advisors LLC does not present itself as a capital allocator, pension consultant, related adviser, or a multi-state adviser in the available data. The firm lists an industry affiliation with an accountant, which suggests collaboration or referral relationships with accounting professionals. No client segmentation or target market is disclosed in the source information.

Assets & Accounts

Investments & Alternatives