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Boccella Family Living Trust

Managing MemberSerenus Wealth Advisors, LLC

About Boccella Family Living Trust

Boccella Family Living Trust is listed as Managing Member at Serenus Wealth Advisors, LLC in Santa Monica, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Serenus Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Boccella Family Living Trust work?

Boccella Family Living Trust is listed as Managing Member at Serenus Wealth Advisors, LLC on SEC Form ADV.

How much of Serenus Wealth Advisors, LLC does Boccella Family Living Trust own?

Form ADV reports a beneficial ownership band of Over 75%.

Serenus Wealth Advisors, LLC

TitleManaging Member
OwnershipOver 75%
Control personYes
Since2024