$9.5M Total AUM
$9.5M Disc. AUM
-- 3Y CAGR
2 Employees
70 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist · Truist Bank · Vanguard
- Clients
- Retail
- Platforms
- PrimePathway
- Established Date
- 06-02-2022
- Office Locations
- 1
Office Locations
-- Burleson TX
About Financial Serenity, LLC
Financial Serenity, LLC is a Texas-based fiduciary RIA led by Ian Powell, helping clients build values-aligned financial lives—from debt/cash-flow foundations to goal-based market investing and ongoing planning (monitoring plus two meetings per year) through advanced legacy planning. Portfolios are primarily ETF-based (Altruist custody). The firm donates 1% of top-line revenue to its #BeeSalty community initiative.
Team overview
38 AVG AGE
$9.5M AVG AUM / ADVISOR
$135.7K AVG AUM / CLIENT
4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Eagle North meridian
Custodian
Unison Frontier prime Zenith frontier Meridian wave Matrix
Investment Themes
Oak Meridian
Investment Vehicles
Wave horizon
Services
Momentum prime Crest value Pioneer Harbor Signal matrix Matrix Ember Crest timber Momentum
Technology
Radial Pathway fusion
Owner & Executives
IAN Conrad POWELL
Chief Compliance Officer, Owner
- CRD
- #7269339
- Ownership
- 75% or more
(812) 556-2296
value.north@crestcapital.com
in linkedin.com/in/vector-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,501,937 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,501,937 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,501,937
Public Funds:
32.8% Equity - Exchange:
26.2% Cash:
41.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $833,403,236 | 32.8% |
| Equity - Exchange | $665,706,243 | 26.2% |
| Cash | $1,041,754,045 | 41.0% |
| Total | $2,540,863,524 | 100.0% |