NetworkยทFamily Office

Serenus Wealth Advisors, LLC

Unclaimed

๐Ÿ“ SANTA MONICA, CA

Family Officefinancial services
www.serenusadvisors.com โ†—

SEC CRD #801-130660

About

Serenus Wealth Advisors About Us Our Team Solutions Insights Contact Login --> Login Financial Guidance Without Compromise Serenus Wealth Advisors We serve as your trusted partner, delivering comprehensive wealth management and advisory solutions. We bring a holistic approach with a breadth of knowledge and insight into every client relationship, providing sophisticated investment solutions, while advising on insurance and risk management, retirement, tax, and estate planning matters, all tailored to your multifaceted needs. As a partner-owned, independent firm, we are fee-only fiduciaries, offering conflict-free advice. Our culture of excellence and execution allows us to cohesively address all facets of your financial life in a clear, actionable plan. Sound advice & practical solutions Focused on simplifying the complex learn more What Serenus Delivers Comprehensive Financial Insights We understand the complexities of sophisticated wealth management, allowing us to provide customized recommendations to optimize the financial situation for you and your family. Proactive Partnership and Execution We collaborate closely with you, as stewards of your capital, ensuring a seamless implementation of a fully integrated financial strategy. Client-Centric Commitment Our deep care for the emotional and financial well-being of our clients drives us to build long-term relationships based on trust, always prioritizing your interests. our solutions We empower you to make optimal decisions

Key Contact

LS

LONNY S ELFENBEIN

CHIEF COMPLIANCE OFFICER

๐Ÿ“ž (917) 539-2411

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AUM

$1.5B

Location

SANTA MONICA, CA

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