Kara Sue Boccella
Chief Executive Officer, Managing PartnerSerenus Wealth Advisors, LLCCRD 2191952
About Kara Sue Boccella
Kara Sue Boccella is listed as Chief Executive Officer, Managing Partner at Serenus Wealth Advisors, LLC in Santa Monica, CA. Form ADV reports a beneficial ownership band of Under 5%. Kara Sue Boccella is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Serenus Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Kara Sue Boccella work?
Kara Sue Boccella is listed as Chief Executive Officer, Managing Partner at Serenus Wealth Advisors, LLC on SEC Form ADV.
How much of Serenus Wealth Advisors, LLC does Kara Sue Boccella own?
Form ADV reports a beneficial ownership band of Under 5%.
Serenus Wealth Advisors, LLC
| Title | Chief Executive Officer, Managing Partner |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |
Serenus Wealth Advisors, LLC
| Title | Co-Trustee |
| Ownership | — |
| Control person | Yes |
| Since | 2019 |