Seren Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$42,978,416
Clients
61
44% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
61
HighAverage account size
$704,564
About
Seren Wealth Advisors, LLC provides advisory services to individuals (including high-net-worth clients) and small businesses, offering discretionary portfolio management, financial planning, and retirement plan consulting and education. The firm also assists clients in selecting third‑party money managers and uses an asset-aggregation portal to support financial planning.
The firm’s investment process is tailored to each client’s goals, time horizon and risk tolerance, documented through investment policy statements and implemented using fundamental and technical analysis with ongoing portfolio monitoring. For employer-sponsored retirement plans it offers consulting and participant education and acknowledges a fiduciary role under ERISA for the services it provides, while participant-level advice is generally informational unless a separate engagement is made.
Distinctive elements include a program of public seminars and workshops and the delivery of financial literacy workshops on behalf of other advisory firms, as well as pension consulting for plan sponsors—services that are less common among independent advisers. The brochure discloses that management holds insurance and real estate licenses (limited time involvement), does not act as custodian of client assets, and may recommend custodians and third‑party managers with related disclosures to clients.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
General estate planning guidance
Retirement plans for business owners (SEP, solo 401k)
Fee options
$0 - $250,000: 0.95% $250,000 - $750,000: 0.90% $750,000 - $1,000,000: 0.85% $1,000,000 - $2,000,000: 0.75% $2,000,000 - $3,000,000: 0.65% $3,000,000+: 0.55%
$125 per hour for Financial Planning and Consulting Services
Asset aggregation portal fees of $50 per month after plan delivery
Minimum fee: $100 per month minimum fee for Asset Management Services Fee-only: Financial Planning and Consulting at $125 per hour
Main office location
Seren Wealth Advisors, LLC
Houston TX, United States
Number of offices
2
Most active in
Seren Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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