Serenus Wealth Advisors, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 332034
- SEC number
- 801-130660
- Firm type
- RIA
- Assets under management
- $1.5B as of Jun 16, 2026
- Website
- www.serenusadvisors.com ↗
- Phone
- 917-539-2411
- Address
- 1299 Ocean Ave, Santa Monica, CA, 90401
Advisors at this firm
6 in our index · page 1 of 1
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Kara Sue BoccellaCRD 2191952 · Santa Monica, CAIA Registered
-
Devon GalindoCRD 6177446 · Santa Monica, CAIA Registered
-
Laura Elizabeth LemoineCRD 7360036 · Santa Monica, CAIA Registered
-
Graham K MandlCRD 5946171 · New York, NYIA RegisteredRegistration inactive
-
Rebecca Kathleen ShawCRD 7144996 · Santa Monica, CAIA RegisteredRegistration inactive
-
Katherine L ThorseyCRD 7632320 · Santa Monica, CAIA Registered
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 332034 ↗
FINRA BrokerCheck record for firm CRD 332034 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.