PPrivate Fund Data Log in Join · $37/mo

Serenus Wealth Advisors, LLC

● SEC registered since 2024CRD 332034SEC# 801-130660Santa Monica, CA
Export (members)
Reg. AUM
$1.32B
Employees
5
Accounts
1,354
Location
Santa Monica, CA

Serenus Wealth Advisors, LLC assets under management

Serenus Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Santa Monica, CA. The firm has been registered since 2024. It reports $1.3 billion in regulatory assets under management and employs 5 people.

Serenus Wealth Advisors, LLC owners & executives

13 reported
NameTitleOwnershipSince
Devon Galindo ControlPartner5-10%2024
Galindo-Druger Living TrustTrust5-10%2024
Graham K Mandl ControlPartnerUnder 5%2024
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Serenus Wealth Advisors, LLC manage?

Serenus Wealth Advisors, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does Serenus Wealth Advisors, LLC have?

Serenus Wealth Advisors, LLC reports 5 employees.

Where is Serenus Wealth Advisors, LLC located?

Serenus Wealth Advisors, LLC is based in Santa Monica, CA and has been SEC-registered since 2024.

Does Serenus Wealth Advisors, LLC disclose fund performance?

Serenus Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1299 Ocean Ave, Suite 710, Santa Monica, CA 90401
Phone917-539-2411
Office hours9:00 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.01B
Non-discretionary$315.7M
Total (RAUM)$1.32B