# Serene Point Advisors LLC

Serene Point Advisors LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/18274892

## Regulatory record

- **CRD number:** 309433
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309433

## About

Serene Point Advisors LLC is a state-registered investment adviser in Lake Oswego, OR. The firm manages $33 million in assets, $32 million on a discretionary basis. It has 2 employees and 1 investment adviser.

## Related profiles

- [Guidepoint Financial Planning](https://altss.com/profile/guidepoint-financial-planning)
- [Duncan Financial Planning Advisors](https://altss.com/profile/duncan-financial-planning-advisors)

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Last updated: 2026-07-06T01:24:25.316Z

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