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Serene Wealth Planning
Serene Wealth Planning, LLC is an SEC-registered investment adviser in Everett, WA. The firm manages approximately $7 million in regulatory assets.
Serene Wealth Planning
Serene Wealth Planning, LLC is an SEC-registered investment adviser in Everett, WA. The firm manages approximately $7 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
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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