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They include 123 high-net-worth individuals and 18 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 16 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Serenus Wealth Advisors offer?","answer":"Serenus Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Serenus Wealth Advisors charge?","answer":"Serenus Wealth Advisors charges up to 2.00% a year for its Comprehensive Portfolio Management. The fee is billed in advance, is negotiable and has a $10,000 annual minimum.","source":"SERENUS ADV PART 2A JUNE 2026, filed 16 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Serenus Wealth Advisors use?","answer":"Serenus Wealth Advisors’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $1.09B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Serenus Wealth Advisors have?","answer":"Serenus Wealth Advisors has 6 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Serenus Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Serenus Wealth Advisors’ separately managed accounts held 65% registered funds (mutual funds, ETFs, BDCs), 22% other, 7% state and local bonds, 2% exchange-traded equities, 2% U.S. government and agency bonds and 2% cash and equivalents. The 22% other category is described as: Cash Balance Plans, Private Funds, Capital Accounts, Defined Benefits Plans, Limited Partnerships, Etc.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Serenus Wealth Advisors?","answer":"Serenus Wealth Advisors’ direct owners are Karaco Holdings, LLC (50% to 75%), Devon Galindo (5% to 10%), Galindo-Druger Living Trust (5% to 10%), Kara Boccella Irrevocable Gift Trust (10% to 25%), Kara Boccella Irrevocable Gift (10% to 25%), Michael Boccella Irrevocable Gift Trust (10% to 25%) and Michael Boccella Irrevocable (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 16 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Serenus Wealth Advisors get paid?","answer":"Serenus Wealth Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Serenus Wealth Advisors registered with the SEC?","answer":"Yes, Serenus Wealth Advisors has been registered with the SEC as an investment adviser since 12 July 2024. Its CRD number is 332034 and its SEC file number is 801-130660.","source":"Form ADV Part 1A, Item 1, filed 16 June 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Serenus Wealth Advisors?","answer":"Serenus Wealth Advisors’ main office is at 1299 Ocean Ave, Suite 710, Santa Monica, CA 90401. Its phone number is 917-539-2411. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}