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Serene Wealth Planning
Serene Wealth Planning LLC is an SEC-registered RIA providing financial planning and wealth management to individuals and families in the United States.
Serene Wealth Planning
Serene Wealth Planning is structured as a limited liability company registered with the SEC as an RIA, offering financial planning and portfolio management. The firm's public filings indicate it serves individuals and families, but no founding date or named principal has been widely disclosed. The firm's investment approach likely centers on asset allocation and financial planning for long-term growth, with a focus on diversified portfolios and risk management. Without publicly available portfolio data, no specific holdings or deals can be confirmed. Team size and AUM are not publicly disclosed; the firm has no known additional offices beyond its listed address in the United States. No recent operational events or adjacent vehicles are identifiable from public records. Serene Wealth Planning's structural differentiator is its limited public profile, suggesting a tightly held client base and a conservative approach to marketing, which is common among small to mid-sized RIAs that rely on referrals rather than brand recognition.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
United States
Sector focus
Frequently asked questions
Who runs Serene Wealth Planning?
Serene Wealth Planning does not publicly disclose its principals or leadership team. SEC filings list the firm as a limited liability company, but no named executives or advisors appear in public records.
How does Serene Wealth Planning differ from a single-family office?
The firm is registered as an RIA, meaning it functions as a financial advisory practice serving multiple clients, typical of a multi-family office or wealth management firm. Unlike a single-family office, it does not appear to be tied to a single source of wealth.
What services does Serene Wealth Planning offer?
Based on its SEC registration, the firm offers financial planning and investment management. Specific services are not detailed in public sources, but standard RIA offerings include retirement planning, asset allocation, and ongoing portfolio oversight.
Where is Serene Wealth Planning based?
The firm's registered address is in the United States, though the exact city is not publicly listed. No additional office locations have been disclosed.
Does Serene Wealth Planning have a minimum investment threshold?
No public information is available regarding account minimums. As a small RIA, it likely sets its own thresholds per client, but this remains undisclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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