SERENUS WEALTH ADVISORS, LLC

CRD

332034

SEC file #

801-130660

EIN

993483437

DBA names

—

Economics

AUM

$1.47B

AUM band

$1B+

AUM trajectory

'25 · $1.32B

'26 · $1.47B

'25'26

$1.32B → $1.47B▲ +11%

sec adv history

Client mix

Individuals High Net Worth	123
Individuals Other	18

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 5 advisors

'26 · 6 advisors

'25'26

5 advisors → 6 advisors▲ +20%

sec adv history

Primary office

SANTA MONICA CA

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

03/24/2026

ADV-W filed at

—

Website

serenusadvisors.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

KARACO HOLDINGS, LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

KARACO HOLDINGS, LLC

GALINDO, DEVON

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

SERENUSADVISORS.COM

Rdap Domain Creation Date

2024-07-01T19:36:25Z

Rdap Firm Age Years

Rdap Firm Age Band

<5y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002053695

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2025-01-28

Edgar Last Filing Date

2026-04-27

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-27

Accession0001765380-26-000126

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade	4
Fidelity	2

adv brochure

Edgar Addresses

Mailing

1299 OCEAN AVENUESUITE 710SANTA MONICA, CA 90401

Business

1299 OCEAN AVENUESUITE 710SANTA MONICA, CA 90401

Edgar EIN

993483437

Edgar Recent Filings

13F-HR2026-04-27 · 0001765380-26-000126

13F-HR2026-01-28 · 0001765380-26-000048

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2029-07-01T19:36:25Z

Rdap Domain Last Changed

2024-07-01T19:36:26Z

Rdap Nameservers

Ns37.domaincontrol.comNs38.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate