# SERENUS WEALTH ADVISORS, LLC

SERENUS WEALTH ADVISORS, LLC of SANTA MONICA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 332034
- Type: SEC-registered investment adviser
- SEC file number: 801-130660
- Location: 1299 OCEAN AVE, SUITE 710, SANTA MONICA, CA, 90401
- Phone: 917-539-2411
- Latest filing: 2026-06-16
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.2B
- Non-discretionary AUM: $317.6M
- Clients: 6
- Accounts: 1,484

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Lonny Scott Elfenbein | CHIEF COMPLIANCE OFFICER | — |
| Devon Galindo | CO-TRUSTEE; PARTNER; TRUSTEE | — |
| Kara Sue Boccella | CHIEF EXECUTIVE OFFICER, MANAGING PARTNER; CO-TRUSTEE | — |
| Michael Boccella | CO-TRUSTEE | — |
| Graham K Mandl | MANAGING MEMBER; PARTNER | — |
| Daniel Bradley Druger | CO-TRUSTEE | — |
| BOCCELLA KARA SUE | CHIEF EXECUTIVE OFFICER; CO-TRUSTEE | — |
| Elfenbein Lonny Scott | CHIEF COMPLIANCE OFFICER | — |
| GALINDO DEVON | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER & PARTNER; PARTNER | — |
| BOCCELLA MICHAEL | CO-TRUSTEE | — |
| MANDL GRAHAM K | PARTNER | — |
| Ana Clark | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/332034/brochure
- Similar advisers: https://search.stillhousedata.com/firm/332034/similar
- Related entities: https://search.stillhousedata.com/firm/332034/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/332034

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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.