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- Custodian
- Bank OF America ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-09-2016
- Office Locations
- 1
Office Locations
About Seren Wealth Advisors, LLC
Seren Wealth Advisors is an independent, fiduciary RIA in Houston led by CFP Stephanie Blakes. The firm provides data-driven wealth management and financial planning (budgeting, insurance, college, retirement, estate, and portfolio construction) for working professionals, retirees/pre-retirees, business owners, and 401(k) plan sponsors, including 3(21) ERISA fiduciary advisory. Portfolios are built around goal-based asset allocation and are heavily ETF-based, with custody typically at Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STEPHANIE IRVING BLAKES
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #3083697
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,978,416 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,978,416 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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