# Serenity Wealth Advisors

Serenity Wealth Advisors is a Multi Family Office based in Baltimore, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Baltimore, United States
- **Region:** North America
- **Address:** Birmingham, AL, United States
- **Assets under management:** Undisclosed
- **Website:** serenitywealthadvisors.com

## Regulatory record

- **CRD number:** 300394
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/300394

## About

Serenity Wealth Advisors LLC is a state-registered investment adviser in Baltimore, MD. It has one employee and one investment adviser. The firm is based in Maryland.

## Sectors

- Wealth Management
- Financial Planning
- Retirement Planning
- Tax Strategy
- Estate Planning

## 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.

### 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.

### 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.

## Related profiles

- [Lions Wealth Management](https://altss.com/profile/lions-wealth-management)
- [Hartfield Financial & Insurance Services](https://altss.com/profile/hartfield-financial-and-insurance-services-inc)

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

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