CRD: 332034
Serenus Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2024
- Office Locations
- 2
Office Locations
About Serenus Wealth Advisors, LLC
Serenus Wealth Advisors is a partner-owned, independent, fee-only fiduciary SEC-registered RIA providing holistic wealth management for families and entrepreneurs. The team delivers integrated investment management alongside insurance/risk, retirement, tax, and estate planning, with an emphasis on clear execution and ongoing stewardship. Clients can access accounts via BNY Mellon Pershing’s NetXinvestor portal.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DEVON GALINDO
Director, PARTNER
- CRD
- #6177446
- Ownership
- 5% but less than 10%
KARA SUE BOCCELLA
Chief Executive Officer, Managing Partner, Wealth Advisor
- CRD
- #2191952
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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LAURA ELIZABETH LEMOINE
Director
- CRD
- #7360036
REBECCA KATHLEEN SHAW
Director
- CRD
- #7144996
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,155,713,922 | $1,059,316 |
| Non-Discretionary | $317,578,542 | $808,088 |
| Total | $1,473,292,464 | $992,785 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | 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 |
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