# Serenus Wealth Advisors, LLC

> Serenus Wealth Advisors, LLC is an SEC-registered investment advisory firm in Santa Monica, CA, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 16, 2026.

- CRD: 332034
- Filed as: SERENUS WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Santa Monica, CA
- Filing period: October 2026
- Form ADV filing dated: June 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332034
- AdvisorCensus page: https://advisorcensus.com/firm/serenus-wealth-advisors-llc-santa-monica-ca-332034

## Quick answers

**How is Serenus Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Serenus Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Serenus Wealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated June 16, 2026 states: Flat fee: $5,000 to $100,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Serenus Wealth Advisors, LLC located?**
Serenus Wealth Advisors, LLC's principal office is in Santa Monica, CA, according to its Form ADV.

**Is Serenus Wealth Advisors, LLC registered with the SEC or a state?**
Serenus Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332034.

**How much does Serenus Wealth Advisors, LLC manage?**
Serenus Wealth Advisors, LLC reports $1,473,292,464 in regulatory assets under management in its Form ADV filing dated June 16, 2026 (78% discretionary).

**How have Serenus Wealth Advisors, LLC's assets and staff changed since 2024?**
In the Form ADV data for Serenus Wealth Advisors, LLC: Regulatory assets under management: $0 in the October 2024 data and $1,473,292,464 in the October 2026 data. Total employees: 4 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Serenus Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (123); individuals (other than high net worth individuals) (18).

**Which custodians does Serenus Wealth Advisors, LLC use?**
Serenus Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Serenus Wealth 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 SEC record: https://adviserinfo.sec.gov/firm/summary/332034

**What changed in Serenus Wealth Advisors, LLC's recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 16, 2026)

- Flat fee: $5,000 to $100,000 (financial planning and consulting services)

> Our firm charges on a flat fee basis for financial planning and consulting services. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Flat fees range from $5,000 to $100,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,473,292,464
- Discretionary: $1,155,713,922
- Non-discretionary: $317,578,542

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $7,889,229 |
| High net worth individuals | 123 | $1,464,067,733 |
| Charitable organizations | Fewer than 5 | $1,335,502 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- serenusadvisors.com
- LinkedIn @serenus-wealth-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 4 | July 17, 2024 |
| October 2025 | $1,322,601,882 | 5 | March 14, 2025 |
| October 2026 | $1,473,292,464 | 6 | June 16, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $1,473,292,464 in the October 2026 data.
Total employees: 4 in October 2024 and 6 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $1,322,601,882 to $1,473,292,464 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Serenus Wealth Advisors, LLC (CRD 332034): Form ADV filing data as of October 2026.