SERENE WEALTH PLANNING, LLC

SERENE WEALTH PLANNING, LLC of EVERETT, WA is an SEC-registered investment adviser (CRD 304903). Regulatory assets under management: $7.3M.

Registration

• CRD: 304903
• Type: Registered investment adviser
• Location: 1721 HEWITT AVE, EVERETT, WA, 98201
• Phone: 425-903-8188
• Latest filing: 2026-02-20
• Regulatory AUM: $7.3M
• Discretionary AUM: $7.3M
• Clients: 1
• Accounts: 21

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304903 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search