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| Serenity Investment Advisors LLC
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|---|---|
| CRD # | 307924 |
| SEC # | 801-123727 |
| CIK # | 0002105389 |
| AUM | 513.6 M (2026-05-22) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 312-734-1415 |
| Address | 333 S Wabash Ave Chicago, IL 60604 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.8 | ||
| J P Morgan Chase & Co | 2.5 | ||
| Nvidia Corp | 1.9 | ||
| Amazon Com Inc | 1.8 | ||
| AbbVie Inc | 1.6 | ||
| Alphabet Inc | 1.3 | ||
| Microsoft Corp | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 364 | 110.2 |
| (b) Individuals (high net worth individuals) | 66 | 144.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 258.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,109 | 513.6 |
| By Discretionary | ||
| Discretionary | 1,108 | 255.3 |
| Non-Discretionary | 1 | 258.3 |
| Total | 1,109 | 513.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 513.6 | |
| Total | 1,109 | 513.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002105389] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 4 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Taiko Private Wealth
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IL | 514.8 M |
|
Long Run Wealth Advisors LLC
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|
Searcy Financial Services Inc
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KS | 514.0 M |
|
Uhler Vertich White Advisors LLC
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|
Allocator Solutions LLC
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MO | 513.5 M |
|
Elevatus Wealth Management LLC
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|
Dew Point Capital Inc
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CA | 513.2 M |
|
GGM Financial LLC
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OH | 513.0 M |
|
Wakefield Wealth Management LLLP
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CO | 512.9 M |
|
Edge Financial Advisors LLC
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|
IL | 512.5 M |