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SERENE POINT ADVISORS LLC

Advisory

OR

Data as of Mar 16, 2026 · Source: SEC Form ADV

Average account
$286K
across 115 accounts
AUM per adviser
$33M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM
$33M
Discretionary %
98.5%
Clients
60
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$33M
Discretionary AUM$32M
Non-Discretionary AUM$510K
Discretionary %98.5%
Total Clients60
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, OR
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OR

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

WYCHICK INVESTMENT ADVISORS, INC.
$33M
SUSAN A. NESTOR, P.C.
PORTLAND, OR
$33M
+23.7% 1Y
OPTIMUM CAPITAL STRATEGIES LLC
BEAVERTON, OR
$34M
VINTAGE ASSET MANAGEMENT, LLC
$34M
GRADOW CAPITAL MANAGEMENT, LLC
LAKE OSWEGO, OR
$34M
VESSEL WEALTH ADVISORS LLC
$32M

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