FINANCIAL SERENITY, LLC

FINANCIAL SERENITY, LLC is an SEC-registered investment adviser (CRD 321853). Regulatory assets under management: $9.5M.

Registration

• CRD: 321853
• Type: Registered investment adviser
• Phone: 8173815393
• Latest filing: 2026-04-28
• Regulatory AUM: $9.5M
• Discretionary AUM: $9.5M
• Clients: 2
• Accounts: 206

Business model

Compensation: % of AUM, Fixed, Commissions.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321853 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search