Serenus Wealth Advisors
Financial Services • 
United States • 1-10 Employees
Company overview
| Headquarters | United States |
| Phone number | +13107081706 |
| Website | |
| NAICS | 52 |
| Founded | 2024 |
| Employees | 1-10 |
| Socials |
Key Contacts at Serenus Wealth Advisors
Kara S. Boccella
Founder & Managing Partner
Laura Lemoine
Director
Katherine Thorsey
Associate Director
Serenus Wealth Advisors Email Formats
Serenus Wealth Advisors uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@serenusadvisors.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@serenusadvisors.com | 66.7% |
{first name}{last name} | johndoe@serenusadvisors.com | 22.2% |
{last name}{last name} | doedoe@serenusadvisors.com | 11.1% |
About Serenus Wealth Advisors
Serenus Wealth Advisors offers financial guidance without compromise. Our holistic and sophisticated solutions simplify complex financial situations for successful individuals and families, empowering them to make informed decisions. Our highly skilled team uncovers unique opportunities for asset protection and growth, serving as dedicated stewards of our clients' wealth. Our services encompass every aspect of financial life, including investment management, insurance, risk management, retirement, tax, and estate planning. We specialize in assisting active and retired partners from top law firms with comprehensive wealth management solutions. As a partner-owned, independent, fee-only fiduciary firm, we provide conflict-free advice. We are referral-based, and our culture of excellence ensures all facets of our clients’ financial lives are cohesively addressed in a clear, actionable plan. If you’re looking for sound advice and practical solutions, we invite you to connect with us on LinkedIn or visit our website www.serenusadvisors.com. The material presented by Serenus Wealth Advisors, LLC is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Actual economic or market events may turn out differently than as presented. Advisory services are provided by Serenus Wealth Advisors, a registered investment advisor with the Securities and Exchange Commission. Materials posted to this site are from external sources and are provided for your convenience in locating related information and services. Serenus Wealth Advisors expressly disclaims any responsibility for and does not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
Serenus Wealth Advisors revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Serenus Wealth Advisors has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Serenus Wealth Advisors has never raised funding before.
Serenus Wealth Advisors Tech Stack
Discover the technologies and tools that power Serenus Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
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