SERENITY INVESTMENT ADVISORS LLC
Legal name: SERENITY INVESTMENT ADVISORS
CRD #307924 SEC #801-123727 CHICAGO, IL 312-734-1415
SEC Registered
Total AUM
$376M
Discretionary
$174.1M
Employees
6
Clients
251
Accounts
396
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $376M | $174.1M | $201.9M | 6 | 4 |
| Dec 2025 | $376M | $174.1M | $201.9M | 6 | 4 |
| Nov 2025 | $376M | $174.1M | $201.9M | 6 | 4 |
| Jun 2025 | $376M | $174.1M | $201.9M | 6 | 4 |
| Mar 2025 | $376M | $174.1M | $201.9M | 5 | 4 |
| Nov 2024 | $296.9M | $119.6M | $177.3M | 5 | 4 |
| Aug 2024 | $296.9M | $119.6M | $177.3M | 4 | 4 |
| Jan 2024 | $296.9M | $119.6M | $177.3M | 4 | 4 |
| Dec 2023 | $234.7M | $88.7M | $146M | 4 | 3 |
| Nov 2023 | $234.7M | $88.7M | $146M | 4 | 3 |
| Jun 2023 | $234.7M | $88.7M | $146M | 4 | 3 |
| Mar 2023 | $234.7M | $88.7M | $146M | 3 | 3 |
| Jun 2022 | $159.3M | $71.9M | $87.3M | 3 | 0 |
| Mar 2022 | $159.3M | $71.9M | $87.3M | 3 | 0 |
DateDec 2025
Total AUM$376M
Discretionary$174.1M
Non-Disc.$201.9M
Employees6
Clients4
DateDec 2025
Total AUM$376M
Discretionary$174.1M
Non-Disc.$201.9M
Employees6
Clients4
DateNov 2025
Total AUM$376M
Discretionary$174.1M
Non-Disc.$201.9M
Employees6
Clients4
DateJun 2025
Total AUM$376M
Discretionary$174.1M
Non-Disc.$201.9M
Employees6
Clients4
DateMar 2025
Total AUM$376M
Discretionary$174.1M
Non-Disc.$201.9M
Employees5
Clients4
DateNov 2024
Total AUM$296.9M
Discretionary$119.6M
Non-Disc.$177.3M
Employees5
Clients4
DateAug 2024
Total AUM$296.9M
Discretionary$119.6M
Non-Disc.$177.3M
Employees4
Clients4
DateJan 2024
Total AUM$296.9M
Discretionary$119.6M
Non-Disc.$177.3M
Employees4
Clients4
DateDec 2023
Total AUM$234.7M
Discretionary$88.7M
Non-Disc.$146M
Employees4
Clients3
DateNov 2023
Total AUM$234.7M
Discretionary$88.7M
Non-Disc.$146M
Employees4
Clients3
DateJun 2023
Total AUM$234.7M
Discretionary$88.7M
Non-Disc.$146M
Employees4
Clients3
DateMar 2023
Total AUM$234.7M
Discretionary$88.7M
Non-Disc.$146M
Employees3
Clients3
DateJun 2022
Total AUM$159.3M
Discretionary$71.9M
Non-Disc.$87.3M
Employees3
Clients0
DateMar 2022
Total AUM$159.3M
Discretionary$71.9M
Non-Disc.$87.3M
Employees3
Clients0