Serenus Wealth Advisors, LLC

$1.47BAssets under management
as of Jun 2026 · SEC Form ADV
Santa Monica, CA
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Tech stack

No one at Serenus Wealth Advisors, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Serenus Wealth Advisors, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $845M held · filed Dec 2024