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SERENITY INVESTMENT ADVISORS

CHICAGO, IL · CRD 307924 · IAPD ↗ · serenitywm.com · 312-734-1415

$513.6MRegulatory AUM
5Advisory reps
7Employees
4Clients
251-500Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
June 2026 — SERENITY INVESTMENT ADVISORS changed its website from yelp.com to serenitywm.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
June 2026 — SERENITY INVESTMENT ADVISORS notice-filed in GA, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2026 — SERENITY INVESTMENT ADVISORS crossed $500M in regulatory AUM ($376.0M -> $513.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
December 2025 — SERENITY INVESTMENT ADVISORS notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
July 2025 — SERENITY INVESTMENT ADVISORS notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
July 2025 — SERENITY INVESTMENT ADVISORS added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — SERENITY INVESTMENT ADVISORS reported RAUM up 27% ($296.9M -> $376.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
28
December 2024 — SERENITY INVESTMENT ADVISORS changed its website from serenitywm.com to yelp.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
December 2024 — SERENITY INVESTMENT ADVISORS added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
February 2024 — SERENITY INVESTMENT ADVISORS reported RAUM up 26% ($234.7M -> $296.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
February 2024 — SERENITY INVESTMENT ADVISORS reports 251-500 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.