RIA Intel›Advisers›Texas›SEREN WEALTH ADVISORS, LLC

SEREN WEALTH ADVISORS, LLC

Advisory

TX

Data as of Jul 7, 2026 · Source: SEC Form ADV

Rank in TX

#1,824

of 2,813 advisers by AUM

Average account

$259K

across 166 accounts

AUM per adviser

$43M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 7, 2026.

Total AUM

$43M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$43M

Discretionary AUM$43M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients61

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, GA, LA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

61 clients

27 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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