# SERENE FINANCIAL SOLUTIONS

SERENE FINANCIAL SOLUTIONS of GAITHERSBURG, MD is an SEC-registered investment adviser.

## Registration

- CRD: 307284
- Type: SEC-registered investment adviser
- Location: 9711 WASHINGTONIAN BLVD, GAITHERSBURG, MD, 20878
- Phone: 240-840-6159
- Latest filing: 2026-04-20
- Regulatory AUM: $7.8M
- Discretionary AUM: $7.8M
- Clients: 1
- Accounts: 35

## Business model

- Compensation: Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/307284/brochure
- Similar advisers: https://search.stillhousedata.com/firm/307284/similar
- Related entities: https://search.stillhousedata.com/firm/307284/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/307284

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
