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Kara Sue Boccella

Chief Executive Officer, Managing PartnerSerenus Wealth Advisors, LLCCRD 2191952

About Kara Sue Boccella

Kara Sue Boccella is listed as Chief Executive Officer, Managing Partner at Serenus Wealth Advisors, LLC in Santa Monica, CA. Form ADV reports a beneficial ownership band of Under 5%. Kara Sue Boccella is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Serenus Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kara Sue Boccella work?

Kara Sue Boccella is listed as Chief Executive Officer, Managing Partner at Serenus Wealth Advisors, LLC on SEC Form ADV.

How much of Serenus Wealth Advisors, LLC does Kara Sue Boccella own?

Form ADV reports a beneficial ownership band of Under 5%.

Serenus Wealth Advisors, LLC

TitleChief Executive Officer, Managing Partner
OwnershipUnder 5%
Control personYes
Since2024
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Serenus Wealth Advisors, LLC

TitleCo-Trustee
Ownership—
Control personYes
Since2019
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