Serenity Investment Advisors
Serenity Investment Advisors is an SEC-registered wealth manager in Chicago, IL with $513.6M assets under management (AUM, regulatory AUM), +37% over one year. See who owns Serenity Investment Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 307924, SEC 801-123727, data through 2026-05-22.
- AUM (assets under management / regulatory AUM)
- $513.6M (2026-05-22)
- Firm type
- Wealth Manager
- Location
- Chicago, IL
- Employees
- 7
- Clients
- 434
- CRD
- 307924
- Ownership
- LITTLE, RICHARD DAVID
How much AUM does Serenity Investment Advisors have?
Serenity Investment Advisors reported $513.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-22).
Who owns Serenity Investment Advisors?
Disclosed owners and executives of Serenity Investment Advisors include LITTLE, RICHARD DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.