$513.6M Total AUM
$255.3M Disc. AUM
-- 3Y CAGR
7 Employees
438 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Principal
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-22-2020
- Office Locations
- 4
Office Locations
2015 Ayrsley Town Blvd Suite 202 Charlotte NC
23042 75th Street Salem WI
333 S. Wabash Ave. Suite 2700 Chicago IL
About Serenity Investment Advisors
Serenity Investment Advisors is a fiduciary wealth management and financial planning firm focused on building goal-based “personal CFO” roadmaps across life stages, including retirement planning, tax and estate considerations, and portfolio optimization. The team partners with CPAs and attorneys to provide integrated tax and legal support for qualifying clients at no additional cost, and implements investment plans that commonly use ETFs and public funds.
Team overview
37 AVG AGE
$102.7M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
2.5 yrs AVG TENURE
7 Employees
5 Advisory Reps
5 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
No owner records available.
Showing 0 of 0 owners & executives
Unlock allContacts
RYAN A KAYSEN
--
- CRD
- #5730799
Available
Available
Available
RICHARD DAVID LITTLE
--
- CRD
- #5698720
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $255,339,741 | $230,451 |
| Non-Discretionary | $258,281,903 | $258,281,903 |
| Total | $513,621,644 | $463,139 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing