# Serene Wealth Planning

Serene Wealth Planning is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 304903
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304903

## About

Serene Wealth Planning, LLC is a state-registered investment adviser in Everett, WA. The firm manages approximately $7 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Wealth Management
- Financial Planning

## 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.

### 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.

## Related profiles

- [THE WEALTH OBSERVATORY](https://altss.com/profile/the-wealth-observatory)

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Last updated: 2026-08-14T12:30:00.000Z

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