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).
Current Firm Details
By the Numbers
-
Total Assets Under Management24MILLION
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Total Number of Accounts97ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, TX
Financial Advisors at Seren Wealth Advisors, LLC
1
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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