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FINANCIAL SERENITY, LLC

Advisory

TX

Data as of Apr 28, 2026 · Source: SEC Form ADV

Rank in TX
#2,365
of 2,813 advisers by AUM
Average account
$46K
across 206 accounts
AUM per adviser
$10M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 28, 2026.

Total AUM
$10M
Discretionary %
100%
Clients
70
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$10M
Discretionary AUM$10M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients70
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNC, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

ARMAS CAPITAL MANAGEMENT, LLC
HOUSTON, TX
$10M
SHARPEDGE FINANCIAL LLC
$10M
NORMA FINANCIAL LLC
$10M
VALUETREE FINANCIAL LLC
$9M
SMALLWILLOW, LLC
$10M
UJJVAL INVESTMENTS, LLC
$9M

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