SERENUS WEALTH ADVISORS, LLC of SANTA MONICA, CA is an SEC-registered investment adviser (CRD 332034). Regulatory assets under management: $1.5B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| 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 | — |