Seren Wealth Advisors

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

510 Bering Dr Ste 540, Houston, Texas, 7...

Phone Number

(832) 844-1488

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Seren Wealth Advisors

Seren Wealth Advisors, LLC is a Houston-based independent advisory firm specializing in investment advisory, financial planning, and insurance services. The firm operates with a fiduciary obligation, ensuring clients receive honest and informed advice tailored to their unique financial situations. Their diverse clientele includes working professionals, retirees, business owners, and 401k plan sponsors, all seeking strategic planning and wealth management solutions. Seren Wealth Advisors employs a data-driven approach to help clients achieve their financial goals through personalized strategies and ongoing support.Explore more
Seren Wealth Advisors's Social MediaPopular SearchesSeren Wealth Advisors LLCSeren Wealth AdvisorsSeren Wealth Advisors 4545SIC Code 62,628NAICS Code 52,523Show more

Seren Wealth Advisors Org Chart

PhoneEmail
SB
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Founder & President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Seren Wealth Advisors

<$5M
1-10
Private
-
2016
SB
Stephanie BlakesFounder & President
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
2015
RB
Ryan BurkeDirector, Operations
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Seren Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Seren Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Seren Wealth Advisors.

Seren Wealth Advisors Tech Stack

A closer look at the technologies used by Seren Wealth Advisors

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Frequently Asked Questions Regarding Seren Wealth Advisors

What is Seren Wealth Advisors's official website?
Seren Wealth Advisors's official website is www.serenwealth.com
What is Seren Wealth Advisors's Revenue?
Seren Wealth Advisors's revenue is <$5 Million
What is Seren Wealth Advisors's SIC code?
Seren Wealth Advisors's SIC: 62,628
What is Seren Wealth Advisors's NAICS code?
Seren Wealth Advisors's NAICS: 52,523
How many employees does Seren Wealth Advisors have?
Seren Wealth Advisors has 1-10 employees
What industry does Seren Wealth Advisors belong to?
Seren Wealth Advisors is in the industry of: Finance, Insurance, Securities Trading
What is Seren Wealth Advisors competition?
Seren Wealth Advisors top competitors include: Wealth Advisory Services, Sierra Pacific Financial Advisors, Sterling Total Wealth Solutions, Pillar Wealth Management
What technology does Seren Wealth Advisors use?
Some of the popular technologies that Seren Wealth Advisors uses are: Cloudflare Website Optimization, Microsoft 365, Google Tag Manager, GoDaddy DNS
How do I contact Seren Wealth Advisors?
Seren Wealth Advisors contact info: Phone number: (832) 844-1488 Website: www.serenwealth.com
What does Seren Wealth Advisors do?

Seren Wealth Advisors, LLC is a Houston-based independent advisory firm specializing in investment advisory, financial planning, and insurance services. The firm operates with a fiduciary obligation, ensuring clients receive honest and informed advice tailored to their unique financial situations. Their diverse clientele includes working profession... als, retirees, business owners, and 401k plan sponsors, all seeking strategic planning and wealth management solutions. Seren Wealth Advisors employs a data-driven approach to help clients achieve their financial goals through personalized strategies and ongoing support.Read More

What are Seren Wealth Advisors social media links?
Seren Wealth Advisors Linkedin page
Is Seren Wealth Advisors a public company?
Seren Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Seren Wealth Advisors

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