# Serene Point Advisors LLC

> Serene Point Advisors LLC is a state-registered investment advisory firm in Lake Oswego, OR, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 309433
- Filed as: SERENE POINT ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lake Oswego, OR
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309433
- AdvisorCensus page: https://advisorcensus.com/firm/serene-point-advisors-llc-lake-oswego-or-309433

## Quick answers

**How is Serene Point Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Serene Point Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Serene Point Advisors LLC located?**
Serene Point Advisors LLC's principal office is in Lake Oswego, OR, according to its Form ADV.

**Is Serene Point Advisors LLC registered with the SEC or a state?**
Serene Point Advisors LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309433.

**How much does Serene Point Advisors LLC manage?**
Serene Point Advisors LLC reports $32,943,754 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (98% discretionary).

**What types of clients does Serene Point Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (42); high net worth individuals (18).

**Does Serene Point Advisors LLC report any disciplinary disclosures?**
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/309433

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $32,943,754
- Discretionary: $32,433,927
- Non-discretionary: $509,827

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $12,415,694 |
| High net worth individuals | 18 | $20,528,060 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [planserene.com](https://planserene.com)
- Facebook @planserene
- LinkedIn @18274892

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Serene Point Advisors LLC (CRD 309433): Form ADV filing data as of October 2026.