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SERENUS WEALTH ADVISORS, LLC
CRD 332034File 801-130660
APPROVED
Retail clients
Custody
Filing as of Jun 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.47B
Above cohort median (national)
Discretionary AUM
$1.16B
Non-discretionary $317.6M
Clients
141
1,484 accounts
Employees
6
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jul 12, 2024
- Principal office
- 1299 OCEAN AVE, SUITE 710, SANTA MONICA, CA, 90401
- Phone
- 917-539-2411
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.47B
- Discretionary AUM
- $1.16B
- Non-discretionary AUM
- $317.6M
- Discretionary accounts
- 1,091
- Non-discretionary accounts
- 393
- Total accounts
- 1,484
- AUM per client
- $10.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.3M |
| High net worth individuals | 123 | $1.46B |
| Individuals (other than high net worth individuals) | 18 | $7.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.