# Seren Wealth Advisors

Seren Wealth Advisors is a Multi Family Office based in Houston.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Houston
- **Assets under management:** Undisclosed
- **Website:** https://serenwealth.com
- **LinkedIn:** https://www.linkedin.com/company/seren-wealth-advisors-llc

## Regulatory record

- **CRD number:** 282770
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282770

## About

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.

## 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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Last updated: 2026-07-09T00:59:29.796Z

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