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Serenity Wealth Advisors
Serenity Wealth Advisors LLC is an SEC-registered investment adviser in Baltimore, MD. It has one employee and one investment adviser. The firm is based in...
Serenity Wealth Advisors
Serenity Wealth Advisors LLC is an SEC-registered investment adviser in Baltimore, MD. It has one employee and one investment adviser. The firm is based in Maryland.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Baltimore
Corporate office
Birmingham, AL, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Serenity Wealth Advisors?
Serenity Wealth Advisors does not publicly disclose its team members or named principals on its website. Investment decisions are managed internally by the advisory team, but individual names are not part of public filings or the firm's published materials.
Is Serenity Wealth Advisors a single-family office or a multi-family office?
Serenity Wealth Advisors operates as a multi-family office and registered investment advisor, serving multiple high-net-worth families. The firm provides financial planning, portfolio management, and estate planning services across a client base that is not individually revealed.
How does Serenity Wealth Advisors source proprietary deal flow?
Serenity Wealth Advisors does not appear to operate a direct deal-sourcing function. The firm allocates client capital through third-party investment vehicles and custodians rather than through proprietary funds or direct company investments.
What investment stages and asset classes does Serenity Wealth Advisors target?
The firm offers exposure to equities, fixed income, and alternative investments, but does not specify target investment stages. Its strategy centers on customized allocation per client, rather than a predefined stage or sector focus.
Does Serenity Wealth Advisors maintain philanthropic structures?
There is no public evidence that Serenity Wealth Advisors operates a separate philanthropic foundation or donor-advised fund program. Client philanthropy may be addressed through estate planning services, but the firm itself does not disclose a charitable arm.
How is Serenity Wealth Advisors structured as a fiduciary?
Serenity Wealth Advisors is a fee-only RIA, meaning it receives no commissions or third-party compensation. This structure legally requires the firm to act in clients' best interests at all times under the Investment Advisers Act of 1940.
Where does the client wealth served by Serenity Wealth Advisors originate?
The firm does not disclose the source of underlying wealth among its clients. Common wealth origins for clients of such RIAs include business ownership, executive compensation, and multigenerational family assets, but no specific claims are made by the firm.
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