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Seren Wealth Advisors
Seren Wealth Advisors, LLC is a state-registered investment adviser with $43 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
Seren Wealth Advisors, LLC is a state-registered investment adviser with $43 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
Multi Family Office
Location
City
Houston
Frequently asked questions
What services does Seren Wealth Advisors provide?
Seren Wealth Advisors offers comprehensive wealth management including portfolio construction, tax planning, estate planning, and trust coordination. As an RIA, it does not handle custody or proprietary trading. Services are tailored to a limited number of high-net-worth families (per SEC registration files).
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