SERENUS WEALTH ADVISORS, LLC
CRD #332034 SEC #801-130660 SANTA MONICA, CA 917-539-2411
SEC Registered
Total AUM
$1.3B
Discretionary
$1B
Employees
5
Clients
101
Accounts
1,354
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.3B | $1B | $315.7M | 5 | 0 |
| Mar 2025 | $1.3B | $1B | $315.7M | 5 | 0 |
| Dec 2024 | $1.2B | $904.4M | $285.8M | 5 | 0 |
| Nov 2024 | $1.2B | $904.4M | $285.8M | 5 | 0 |
| Jul 2024 | $0 | $0 | $0 | 4 | 0 |
| Jul 2024 | $0 | $0 | $0 | 4 | 0 |
| Jul 2024 | $0 | $0 | $0 | 4 | 0 |
| Jul 2024 | $0 | $0 | $0 | 4 | 0 |
| Jul 2024 | $0 | $0 | $0 | 4 | 0 |
| Jul 2024 | $0 | $0 | $0 | 4 | 0 |
| Jun 2024 | $0 | $0 | $0 | 4 | 0 |
| Jun 2024 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$1.3B
Discretionary$1B
Non-Disc.$315.7M
Employees5
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$1B
Non-Disc.$315.7M
Employees5
Clients0
DateDec 2024
Total AUM$1.2B
Discretionary$904.4M
Non-Disc.$285.8M
Employees5
Clients0
DateNov 2024
Total AUM$1.2B
Discretionary$904.4M
Non-Disc.$285.8M
Employees5
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0