Serenus Wealth Advisors

EST. AUM
$1,473,292,464

CONTACTS
3

CLIENT ACCOUNTS
1,484

Firm Details

Metro area Los Angeles
CRD Number 332034
Website serenusadvisors.com
Client types

Overview

Kara Boccella and Devon Galindo have launched Serenus Wealth Advisors, an independent practice in Santa Monica, California, managing $1.2 billion in assets. Serenus Wealth Advisors caters to legal professionals, executives, entrepreneurs, and high-net-worth individuals and families nationwide.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Serenus Wealth Advisors

Platform Details

Investment Preferences

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Address

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