Serenus Wealth Advisors, LLC

RIASEC RegisteredEst. 2024
Total AUM
$1.5B
Discretionary
$1.2B
78% of AUM
Avg account
$993K
Accounts
1,484
Employees
6
Advisory reps
7

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

FINTRX

Overview

Serenus Wealth Advisors, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2024. The firm serves individual and family clients and charges either a percentage of assets under management or fixed fees. Its advisory scope includes financial planning and portfolio management for individuals, small businesses, and institutional/business clients. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser in the snapshot data. Ownership is a mix of a domestic entity and individuals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 65%, Other 22%, State & Local Bonds 7%, Exchange Traded Equities 2%, US Government Bonds 2%, Cash & Cash Equivalents 2%65%
  • Public Funds/Mutual Funds65%
  • Other22%
  • State & Local Bonds7%
  • Exchange Traded Equities2%
  • US Government Bonds2%

Owners & executives

1 of 1
  • Lonny Elfenbein

    Lonny Elfenbein

    Chief Compliance OfficerCRD 2937038

Contacts

3 of 6
  • Katherine Thorsey

    Katherine Thorsey

    Associate DirectorCRD 7632320

  • Kara Boccella

    Kara Boccella

    Founder and Managing PartnerCRD 2191952

  • Rebecca Tipp

    Rebecca Tipp

    DirectorCRD 7144996

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 48

Active vs passive

$508M in ETFs

Passive

97%

$494M

Active

2%

$13.7M

ETFProviderStyleCategoryValueShares% of portfolio
WISDOMTREE FLOATING RATE TREASURY FUND (USFR)Wisdom TreePassiveUltrashort Bond$122M2,418,26223.96%
Unlock additional holdings →

Location

Primary office

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

Similar firms

Quantum Financial Advisors, LLC

RIA

Santa Monica, CA

AUM $1.5BTEAM 16REPS 14

Enhanced Healthcare Management Company

RIA

Santa Monica, CA

AUM $1.4BTEAM 18REPS 4

GGP Management, L.P.

RIA

Santa Monica, CA

AUM $1.3BTEAM 23REPS 4

Ocean Avenue Capital Partners, L.P.

RIA

Santa Monica, CA

AUM $2BTEAM 15REPS 3

Lane42

RIA

Santa Monica, CA

AUM $2BTEAM 26REPS 4

Almitas Capital LLC

RIA

Santa Monica, CA

AUM $1.1BTEAM 12REPS 2
More RIAs in Santa Monica →All California RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth