SEREN WEALTH ADVISORS, LLC

SEREN WEALTH ADVISORS, LLC is an SEC-registered investment adviser (CRD 282770). Regulatory assets under management: $43.0M.

Registration

• CRD: 282770
• Type: Registered investment adviser
• Phone: 832-371-0468
• Latest filing: 2026-07-07
• Regulatory AUM: $43.0M
• Discretionary AUM: $43.0M
• Clients: 1
• Accounts: 166

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282770 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search