A complete list of active advisors currently associated with Serenus Wealth Advisors, LLC

Warmer can help you find a great advisor at Serenus Wealth Advisors, LLC or one who fits your needs even better.

Serenus Wealth Advisors is an SEC-registered investment adviser that works with individuals, high-net-worth clients, trusts, estates and charitable organizations, offering comprehensive portfolio management and standalone financial planning and consulting. Services described in the brochure include discretionary portfolio management, use of third‑party sub‑advisors, and financial planning across retirement, estate, tax, real estate and business matters. The firm’s investment process draws on a mix of methods — including fundamental, technical, quantitative and qualitative analysis — and implements asset allocation across ETFs, mutual funds, alternative investments and options, with ongoing monitoring, rebalancing and duration management. Serenus also notes the use of third‑party money managers and institutional custodial platforms (Fidelity and Charles Schwab) as part of its implementation and research support. Compared with many peers, Serenus operates with a relatively small advisory team managing roughly $1.47 billion in regulatory assets, producing a high AUM per advisor and a client roster that suggests larger average account relationships; the brochure also discloses a customary $1 million account threshold for its comprehensive service. The firm’s ADV lists its website and contact information, and its materials reference third‑party ratings and institutional platform affiliations that the brochure identifies as part of its service and due‑diligence infrastructure.

To learn more about the advisors currently working at Serenus Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.