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 registered with the SEC in 2024. The firm serves individual and family clients, offering financial planning alongside portfolio management for individuals, small businesses and institutional clients. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. Serenus does not act as a capital allocator internally and reports that it is not an active ESG investor.
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 1Lonny Elfenbein
Chief Compliance OfficerCRD 2937038
Contacts
3 of 6Katherine 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 48Active vs passive
$508M in ETFs
97%
$494M
2%
$13.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $122M | 2,418,262 | 23.96% |
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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