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Lonny Scott Elfenbein

Chief Compliance OfficerSerenus Wealth Advisors, LLCCRD 2937038

About Lonny Scott Elfenbein

Lonny Scott Elfenbein is listed as Chief Compliance Officer at Serenus Wealth Advisors, LLC in Santa Monica, CA. Form ADV reports a beneficial ownership band of Under 5%. Lonny Scott Elfenbein is associated with 11 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 Lonny Scott Elfenbein work?

Lonny Scott Elfenbein is listed as Chief Compliance Officer at Serenus Wealth Advisors, LLC on SEC Form ADV.

How much of Serenus Wealth Advisors, LLC does Lonny Scott Elfenbein own?

Form ADV reports a beneficial ownership band of Under 5%.

Serenus Wealth Advisors, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2024
View Serenus Wealth Advisors, LLC →

Nicholson Wealth Management Group, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2023
View Nicholson Wealth Management Group, LLC →

Coordinated Financial Planning Corp

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2023
View Coordinated Financial Planning Corp →

Kickstand Ventures, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2023
View Kickstand Ventures, LLC →

React Investment Solutions, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2023
View React Investment Solutions, LLC →

Its Asset Management LP

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2023
View Its Asset Management LP →

Lyons Capital Group, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2025
View Lyons Capital Group, LLC →

Tamarisk Financial, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2023
View Tamarisk Financial, LLC →

Bedel Financial Consulting Inc

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2023
View Bedel Financial Consulting Inc →

Legacy Capital Group California, Inc.

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2023
View Legacy Capital Group California, Inc. →

Tamarisk Capital Management

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2025
View Tamarisk Capital Management →