{
  "crd_number": 307284,
  "slug": "serene-financial-solutions-gaithersburg-md-307284",
  "primary_business_name": "SERENE FINANCIAL SOLUTIONS",
  "legal_name": "SERENE FINANCIAL SOLUTIONS LLC",
  "dbas": [],
  "city": "Gaithersburg",
  "state": "MD",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2020-09-17",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-04-20",
  "carried_forward": false,
  "raum_total": 7796129.0,
  "raum_discretionary": 7796129.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 7796129.0,
      "count": 35
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MD",
    "VA"
  ],
  "websites": [
    "https://serenefinancialsolutions.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/307284",
  "city_as_filed": "GAITHERSBURG",
  "url": "https://advisorcensus.com/firm/serene-financial-solutions-gaithersburg-md-307284",
  "display_name": "Serene Financial Solutions",
  "summary": "Serene Financial Solutions is a state-registered investment advisory firm in Gaithersburg, MD, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 20, 2026.",
  "citation": "AdvisorCensus. Serene Financial Solutions (CRD 307284): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Serene Financial Solutions compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Serene Financial Solutions reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Serene Financial Solutions located?",
      "a": "Serene Financial Solutions' principal office is in Gaithersburg, MD, according to its Form ADV."
    },
    {
      "q": "Is Serene Financial Solutions registered with the SEC or a state?",
      "a": "Serene Financial Solutions is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 307284."
    },
    {
      "q": "How much does Serene Financial Solutions manage?",
      "a": "Serene Financial Solutions reports $7,796,129 in regulatory assets under management in its Form ADV filing dated April 20, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Serene Financial Solutions serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35)."
    },
    {
      "q": "Does Serene Financial Solutions report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/307284"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/serene-financial-solutions-gaithersburg-md-307284.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 35,
      "fewer_than_5": false,
      "raum": 7796129.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/307284",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}