Seren Wealth Advisors, LLC

Seren Wealth Advisors, LLC (CRD# 282770) is a financial advisory firm headquartered in Houston, TX. They manage $24,242,040 in 97 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $249,918
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Seren Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Stephanie I. Blakes
CRD#: 3083697
Houston, TX

Stephanie Blakes (CRD# 3083697) is an Investment Advisor Representative working at Seren Wealth Advisors, LLC in Houston, TX and has over 10 years of experience in the finance industry.

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