Kara Boccella Irrevocable Gift Trust
TrustSerenus Wealth Advisors, LLC
About Kara Boccella Irrevocable Gift Trust
Kara Boccella Irrevocable Gift Trust is listed as Trust at Serenus Wealth Advisors, LLC in Santa Monica, CA. Form ADV reports a beneficial ownership band of 10-25%.
Reported ownership
Owns 10-25% of Serenus Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Kara Boccella Irrevocable Gift Trust work?
Kara Boccella Irrevocable Gift Trust is listed as Trust at Serenus Wealth Advisors, LLC on SEC Form ADV.
How much of Serenus Wealth Advisors, LLC does Kara Boccella Irrevocable Gift Trust own?
Form ADV reports a beneficial ownership band of 10-25%.
Serenus Wealth Advisors, LLC
| Title | Trust |
| Ownership | 10-25% |
| Control person | No |
| Since | 2026 |