Mandate & appetite
- Preferred strategies
- —
- Target geographies
- —
- Typical ticket
- —
- AUM
- $1.2bn
- Real-asset allocation
- —
- Appetite
- —
Investor profile
Founded in 2024, Serenus Wealth Advisors is a Santa Monica-based Registered Investment Adviser specializing in comprehensive wealth management for legal professionals and high-net-worth clients, managing $1.2 billion in assets under advisement.
Unlock mandates & allocation signals
See Serenus Wealth Advisors's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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