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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 13, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOCCELLA, KARA, SUE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BOCCELLA, KARA, SUE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BOCCELLA, KARA, SUE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BOCCELLA, KARA, SUE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BOCCELLA, KARA, SUE | I | CHIEF EXECUTIVE OFFICER, MANAGING PARTNER | NA | Control |
| BOCCELLA, KARA, SUE | I | CHIEF EXECUTIVE OFFICER, MANAGING PARTNER | NA | Control |
| Elfenbein, Lonny, Scott | I | CHIEF COMPLIANCE OFFICER | NA | |
| Elfenbein, Lonny, Scott | I | CHIEF COMPLIANCE OFFICER | NA | |
| Elfenbein, Lonny, Scott | I | CHIEF COMPLIANCE OFFICER | NA | |
| Elfenbein, Lonny, Scott | I | CHIEF COMPLIANCE OFFICER | NA | |
| Elfenbein, Lonny, Scott | I | CHIEF COMPLIANCE OFFICER | NA | |
| Elfenbein, Lonny, Scott | I | CHIEF COMPLIANCE OFFICER | NA | |
| Elfenbein, Lonny, Scott | I | CHIEF COMPLIANCE OFFICER | NA | |
| Elfenbein, Lonny, Scott | I | CHIEF COMPLIANCE OFFICER | NA | |
| GALINDO, DEVON | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| GALINDO, DEVON | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| GALINDO, DEVON | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| GALINDO, DEVON | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| GALINDO, DEVON | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| GRAHAMCO HOLDINGS, LLC | DE | HOLDING COMPANY | NA | |
| GRAHAMCO HOLDINGS, LLC | DE | HOLDING COMPANY | NA | |
| MANDL, GRAHAM, K | I | PARTNER | NA | Control |
| MANDL, GRAHAM, K | I | PARTNER | NA | Control |
| MANDL, GRAHAM, K | I | PARTNER | NA | Control |
| KARACO HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| KARACO HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| KARACO HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| KARACO HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| KARACO HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| KARACO HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| KARACO HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| KARACO HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| KARACO HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| KARACO HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| KARACO HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| KARACO HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| KARACO HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| GALINDO, DEVON | I | PARTNER | A | Control |
| GALINDO, DEVON | I | CHIEF EXECUTIVE OFFICER & PARTNER | A | Control |
| GALINDO, DEVON | I | CHIEF EXECUTIVE OFFICER & PARTNER | A | Control |
| GALINDO, DEVON | I | PARTNER | A | Control |
| GALINDO, DEVON | I | PARTNER | A | Control |
| GALINDO, DEVON | I | PARTNER | A | Control |
| GALINDO, DEVON | I | PARTNER | A | Control |
| GALINDO, DEVON | I | PARTNER | A | Control |
| GALINDO-DRUGER LIVING TRUST | DE | TRUST | A | |
| GALINDO-DRUGER LIVING TRUST | DE | TRUST | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BOCCELLA, KARA, SUE | I | BOCCELLA FAMILY LIVING TRUST | F | Control |
| BOCCELLA, KARA, SUE | I | BOCCELLA FAMILY LIVING TRUST | F | Control |
| BOCCELLA, KARA, SUE | I | BOCCELLA FAMILY LIVING TRUST | F | Control |
| BOCCELLA, MICHAEL | I | BOCCELLA FAMILY LIVING TRUST | F | Control |
| BOCCELLA, MICHAEL | I | BOCCELLA FAMILY LIVING TRUST | F | Control |
| BOCCELLA, MICHAEL | I | BOCCELLA FAMILY LIVING TRUST | F | Control |
| BOCCELLA FAMILY LIVING TRUST | DE | KARACO HOLDINGS, LLC | E | Control |
| BOCCELLA FAMILY LIVING TRUST | DE | KARACO HOLDINGS, LLC | E | Control |
| BOCCELLA FAMILY LIVING TRUST | DE | KARACO HOLDINGS, LLC | E | Control |
| BOCCELLA FAMILY LIVING TRUST | DE | KARACO HOLDINGS, LLC | E | Control |
| BOCCELLA FAMILY LIVING TRUST | DE | KARACO HOLDINGS, LLC | E | Control |
Registrations
Federal
IA
Mar 13, 2025 REGISTERED
Notice Filings (6)
CA CT FL NJ NY TX
Address
1299 OCEAN AVESUITE 710
SANTA MONICA, CA 90401
United States
Phone: 917-539-2411